CCG Wealth Management LLC raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.3% during the 2nd quarter, Holdings Channel reports. The firm owned 80,704 shares of the exchange traded fund’s stock after purchasing an additional 5,465 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 4.6% of CCG Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. CCG Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $8,820,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds have also modified their holdings of the company. Investment Partners Asset Management Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 2.7% during the second quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock valued at $380,000 after buying an additional 93 shares during the period. Blue Barn Wealth LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 1.6% during the first quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock valued at $640,000 after buying an additional 97 shares during the period. LMG Wealth Partners LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 3.7% during the first quarter. LMG Wealth Partners LLC now owns 2,733 shares of the exchange traded fund’s stock valued at $286,000 after buying an additional 98 shares during the period. Resurgent Financial Advisors LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 0.8% during the first quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock valued at $1,310,000 after buying an additional 98 shares during the period. Finally, Lauer Wealth LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 1.3% during the first quarter. Lauer Wealth LLC now owns 7,768 shares of the exchange traded fund’s stock valued at $783,000 after buying an additional 100 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.
iShares Core S&P Small-Cap ETF Stock Performance
Shares of IJR opened at $114.27 on Friday. The company has a market capitalization of $82.67 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. The company’s 50 day simple moving average is $116.96 and its 200 day simple moving average is $109.44. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $128.61.
About iShares Core S&P Small-Cap ETF
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.
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