Evergreen Advisors LLC Acquires Shares of 177,537 iShares Core S&P Small-Cap ETF $IJR

Evergreen Advisors LLC acquired a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 177,537 shares of the exchange traded fund’s stock, valued at approximately $21,336,000. iShares Core S&P Small-Cap ETF makes up about 5.2% of Evergreen Advisors LLC’s holdings, making the stock its 7th biggest position.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Flavin Financial Services Inc. grew 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 valued at $2,239,000 after buying an additional 78 shares in the last quarter. Westmount Partners LLC grew 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 valued at $3,131,000 after buying an additional 79 shares in the last quarter. Kapstone Financial Advisors LLC grew its holdings 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. Lazari Capital Management Inc. grew its holdings in iShares Core S&P Small-Cap ETF by 1.4% in the 4th quarter. Lazari Capital Management Inc. now owns 5,901 shares of the exchange traded fund’s stock valued at $709,000 after buying an additional 80 shares in the last quarter. Finally, Centurion Wealth Management LLC grew its holdings in iShares Core S&P Small-Cap ETF by 1.1% in the 4th quarter. Centurion Wealth Management LLC now owns 7,535 shares of the exchange traded fund’s stock valued at $906,000 after buying an additional 81 shares in 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 NYSEARCA IJR opened at $133.93 on Monday. The stock’s fifty day moving average price is $129.68 and its two-hundred day moving average price is $126.10. iShares Core S&P Small-Cap ETF has a one year low of $102.57 and a one year high of $139.49. The firm has a market cap of $100.00 billion, a price-to-earnings ratio of 16.52 and a beta of 1.03.

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.