Mascoma Wealth Management LLC Has $7.61 Million Stake in iShares Core S&P Small-Cap ETF $IJR

Mascoma Wealth Management LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 69,622 shares of the exchange traded fund’s stock after purchasing an additional 273 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 1.8% of Mascoma Wealth Management LLC’s holdings, making the stock its 15th largest holding. Mascoma Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,609,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Guyasuta Investment Advisors Inc. increased its position in shares of iShares Core S&P Small-Cap ETF by 4.5% in the second quarter. Guyasuta Investment Advisors Inc. now owns 4,209 shares of the exchange traded fund’s stock valued at $460,000 after acquiring an additional 180 shares during the last quarter. City Holding Co. increased its position in shares of iShares Core S&P Small-Cap ETF by 2.8% in the second quarter. City Holding Co. now owns 49,403 shares of the exchange traded fund’s stock valued at $5,399,000 after acquiring an additional 1,324 shares during the last quarter. 3Chopt Investment Partners LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at about $544,000. Pathway Financial Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 29.6% in the first quarter. Pathway Financial Advisors LLC now owns 109,794 shares of the exchange traded fund’s stock valued at $11,481,000 after acquiring an additional 25,106 shares during the last quarter. Finally, Alley Investment Management Company LLC grew its holdings in iShares Core S&P Small-Cap ETF by 0.7% during the first quarter. Alley Investment Management Company LLC now owns 71,815 shares of the exchange traded fund’s stock worth $7,510,000 after purchasing an additional 468 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

iShares Core S&P Small-Cap ETF stock opened at $120.08 on Friday. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $128.61. The stock has a market capitalization of $86.76 billion, a P/E ratio of 16.52 and a beta of 1.15. The stock has a 50-day simple moving average of $116.28 and a 200 day simple moving average of $109.05.

iShares Core S&P Small-Cap ETF Profile

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market.