iShares Core S&P Small-Cap ETF $IJR Holdings Boosted by North Berkeley Wealth Management LLC

North Berkeley Wealth Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 272.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 61,209 shares of the exchange traded fund’s stock after acquiring an additional 44,775 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 5.7% of North Berkeley Wealth Management LLC’s portfolio, making the stock its 6th biggest holding. North Berkeley Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,273,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sequoia Financial Advisors LLC increased its position in iShares Core S&P Small-Cap ETF by 8.3% during the second quarter. Sequoia Financial Advisors LLC now owns 1,028,123 shares of the exchange traded fund’s stock valued at $112,364,000 after acquiring an additional 78,649 shares during the last quarter. Alaska Permanent Capital Management LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 11.4% during the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after purchasing an additional 55,761 shares during the period. First Horizon Corp purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 3rd quarter worth about $10,009,000. Cambridge Capital Management LLC grew its holdings in iShares Core S&P Small-Cap ETF by 4.1% during the 3rd quarter. Cambridge Capital Management LLC now owns 172,892 shares of the exchange traded fund’s stock valued at $20,545,000 after purchasing an additional 6,754 shares during the last quarter. Finally, Human Investing LLC raised its position in iShares Core S&P Small-Cap ETF by 5.0% in the 3rd quarter. Human Investing LLC now owns 160,591 shares of the exchange traded fund’s stock worth $19,083,000 after purchasing an additional 7,659 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA IJR opened at $128.35 on Tuesday. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $131.64. The firm has a 50-day simple moving average of $124.20 and a two-hundred day simple moving average of $119.31. The company has a market cap of $94.21 billion, a P/E ratio of 16.52 and a beta of 1.08.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.