Horizon Family Wealth Inc. Boosts Stock Position in iShares Core S&P Small-Cap ETF $IJR

Horizon Family Wealth Inc. lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 19.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,269 shares of the exchange traded fund’s stock after acquiring an additional 1,004 shares during the period. Horizon Family Wealth Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $685,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Atlas Capital Advisors Inc. purchased a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter worth about $26,000. RMG Wealth Management LLC purchased a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter valued at about $27,000. N.E.W. Advisory Services LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter valued at about $28,000. Bulwark Capital Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter worth about $30,000. Finally, Curio Wealth LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 26,900.0% in the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock worth $30,000 after buying an additional 269 shares in the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.1%

Shares of NYSEARCA:IJR opened at $116.85 on Friday. The company has a 50 day moving average of $118.62 and a 200 day moving average of $113.10. The stock has a market cap of $84.36 billion, a P/E ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $128.61.

iShares Core S&P Small-Cap ETF Company 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.