Coastline Complete Wealth LLC Makes New Investment in iShares Core S&P Small-Cap ETF $IJR

Coastline Complete Wealth LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 86,109 shares of the exchange traded fund’s stock, valued at approximately $10,349,000. iShares Core S&P Small-Cap ETF comprises 6.5% of Coastline Complete Wealth LLC’s investment portfolio, making the stock its 6th biggest position.

Other hedge funds and other institutional investors have also modified their holdings of the company. Crewe Advisors LLC lifted its position 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 buying an additional 5,956 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of iShares Core S&P Small-Cap ETF by 10.0% during the 3rd 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 in the last quarter. Resonant Capital Advisors LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 2.2% during the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after acquiring an additional 5,942 shares during the last quarter. Fortitude Family Office LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 10.1% during the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after acquiring an additional 4,209 shares during the last quarter. Finally, Becker Capital Management Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 3.1% in the 3rd quarter. Becker Capital Management Inc. now owns 427,257 shares of the exchange traded fund’s stock valued at $50,771,000 after acquiring an additional 12,672 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

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

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.