Topel & Distasi Wealth Management LLC Acquires 570 Shares of iShares Core S&P Small-Cap ETF $IJR

Topel & Distasi Wealth Management LLC increased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 87,353 shares of the exchange traded fund’s stock after acquiring an additional 570 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 5.0% of Topel & Distasi Wealth Management LLC’s portfolio, making the stock its 6th largest position. Topel & Distasi Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $9,547,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 2.4% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 39,050,599 shares of the exchange traded fund’s stock valued at $4,083,521,000 after acquiring an additional 923,688 shares in the last quarter. Kingstone Capital Partners Texas LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter worth $2,049,784,000. LPL Financial LLC grew its position in iShares Core S&P Small-Cap ETF by 1.6% in the 1st quarter. LPL Financial LLC now owns 15,897,788 shares of the exchange traded fund’s stock valued at $1,662,432,000 after purchasing an additional 251,169 shares during the period. Northern Trust Corp increased its stake in iShares Core S&P Small-Cap ETF by 3.1% during the 1st quarter. Northern Trust Corp now owns 9,633,447 shares of the exchange traded fund’s stock valued at $1,007,370,000 after purchasing an additional 288,514 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its stake in iShares Core S&P Small-Cap ETF by 3.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 9,253,027 shares of the exchange traded fund’s stock valued at $967,589,000 after purchasing an additional 347,117 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.9%

iShares Core S&P Small-Cap ETF stock opened at $117.95 on Monday. The firm has a market capitalization of $85.15 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. The firm’s fifty day moving average price is $118.59 and its two-hundred day moving average price is $112.55. 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.