iShares Core S&P Small-Cap ETF $IJR is Peninsula Asset Management Inc.’s 2nd Largest Position

Peninsula Asset Management Inc. increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 105,327 shares of the exchange traded fund’s stock after purchasing an additional 545 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 6.1% of Peninsula Asset Management Inc.’s holdings, making the stock its 2nd largest holding. Peninsula Asset Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $11,511,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. RMG Wealth Management LLC purchased a new stake in iShares Core S&P Small-Cap ETF in the 2nd quarter worth $27,000. Atlas Capital Advisors Inc. acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at about $26,000. N.E.W. Advisory Services LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at about $28,000. Curio Wealth LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 26,900.0% during the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock worth $30,000 after purchasing an additional 269 shares in the last quarter. Finally, Bulwark Capital Corp acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter worth about $30,000. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA IJR opened at $117.95 on Monday. The stock’s 50 day simple moving average is $118.59 and its 200-day simple moving average is $112.55. The company has a market cap of $85.15 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-year high of $128.61.

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.