WLTH Capital Management LLC Purchases New Shares in iShares Core S&P Small-Cap ETF $IJR

WLTH Capital Management LLC purchased a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 60,045 shares of the exchange traded fund’s stock, valued at approximately $7,863,000. iShares Core S&P Small-Cap ETF comprises approximately 6.1% of WLTH Capital Management LLC’s portfolio, making the stock its 7th biggest holding.

A number of other large investors also recently added to or reduced their stakes in IJR. Pasadena Private Wealth LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 0.7% in the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after purchasing an additional 76 shares during the period. Flavin Financial Services Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 0.4% during the fourth quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after purchasing an additional 78 shares in the last quarter. First Trust Advisors LP raised its position in shares of iShares Core S&P Small-Cap ETF by 1.7% during the 4th quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after purchasing an additional 78 shares during the last quarter. Westmount Partners LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 0.3% during the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after purchasing an additional 79 shares during the last quarter. Finally, Kapstone Financial Advisors LLC lifted its stake in iShares Core S&P Small-Cap ETF by 4.3% in the 4th quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock valued at $229,000 after buying an additional 79 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Trading Up 1.8%

IJR stock opened at $143.21 on Friday. iShares Core S&P Small-Cap ETF has a 12-month low of $105.15 and a 12-month high of $145.06. The stock has a market cap of $106.93 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. The business’s 50-day moving average is $136.99 and its 200 day moving average is $129.73.

iShares Core S&P Small-Cap ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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