Trilogy Capital Inc. Boosts Holdings in iShares Core S&P Small-Cap ETF $IJR

Trilogy Capital Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 20.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 343,025 shares of the exchange traded fund’s stock after purchasing an additional 59,207 shares during the period. iShares Core S&P Small-Cap ETF comprises 1.9% of Trilogy Capital Inc.’s portfolio, making the stock its 12th largest position. Trilogy Capital Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $42,641,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in IJR. Pasadena Private Wealth LLC grew its holdings in iShares Core S&P Small-Cap ETF by 0.7% during the 4th 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 in the last quarter. Flavin Financial Services Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 0.4% in the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after buying an additional 78 shares in the last quarter. First Trust Advisors LP lifted its holdings in iShares Core S&P Small-Cap ETF by 1.7% in the 4th quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after buying an additional 78 shares in the last quarter. Westmount Partners LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 0.3% in the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after buying an additional 79 shares in the last quarter. Finally, Kapstone Financial Advisors LLC boosted its position 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 during the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $147.41 on Friday. The business has a 50-day moving average of $138.59 and a 200-day moving average of $130.65. The company has a market capitalization of $110.06 billion, a PE ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $147.60.

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. 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.