Mission Wealth Management LP Has $69.09 Million Position in iShares Core S&P Small-Cap ETF $IJR

Mission Wealth Management LP reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 581,429 shares of the exchange traded fund’s stock after selling 23,298 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 1.4% of Mission Wealth Management LP’s investment portfolio, making the stock its 11th largest holding. Mission Wealth Management LP owned approximately 0.08% of iShares Core S&P Small-Cap ETF worth $69,091,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Your Advocates Ltd. LLP grew its position in shares of iShares Core S&P Small-Cap ETF by 197.6% during the 3rd quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock worth $29,000 after buying an additional 162 shares during the period. RMG Wealth Management LLC acquired a new position in iShares Core S&P Small-Cap ETF in the second quarter valued at approximately $27,000. Curio Wealth LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 26,900.0% during the 2nd quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after acquiring an additional 269 shares during the last quarter. WPG Advisers LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 306.6% in the 3rd quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock valued at $51,000 after purchasing an additional 325 shares during the period. Finally, Quaker Wealth Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 200.4% in the 2nd quarter. Quaker Wealth Management LLC now owns 452 shares of the exchange traded fund’s stock valued at $49,000 after purchasing an additional 902 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 1.0%

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 market capitalization of $94.21 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. The business’s 50-day moving average price is $124.20 and its two-hundred day moving average price is $119.31.

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.