Brown Wealth Management LLC Invests $2.63 Million in iShares Core S&P Small-Cap ETF $IJR

Brown Wealth Management LLC purchased a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 21,864 shares of the exchange traded fund’s stock, valued at approximately $2,628,000.

Other institutional investors also recently made changes to their positions in the company. Crewe Advisors LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 4.2% in the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock worth $17,774,000 after acquiring an additional 5,956 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in shares of iShares Core S&P Small-Cap ETF by 10.0% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock worth $13,302,000 after acquiring an additional 10,185 shares during the last quarter. Resonant Capital Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 2.2% in the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after purchasing an additional 5,942 shares during the last quarter. Alaska Permanent Capital Management LLC increased its stake in iShares Core S&P Small-Cap ETF by 11.4% in the third quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock valued at $64,780,000 after purchasing an additional 55,761 shares during the last quarter. Finally, Fortitude Family Office LLC increased its stake in iShares Core S&P Small-Cap ETF by 10.1% in the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after purchasing an additional 4,209 shares during the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

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

iShares Core S&P Small-Cap ETF stock opened at $133.16 on Wednesday. The firm has a market capitalization of $99.42 billion, a P/E ratio of 16.52 and a beta of 1.03. The stock has a fifty day moving average price of $129.98 and a 200 day moving average price of $126.30. iShares Core S&P Small-Cap ETF has a 52 week low of $102.57 and a 52 week high of $139.49.

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. 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.