iShares Core S&P Small-Cap ETF $IJR Position Boosted by Palo Alto Wealth Advisors LLC

Palo Alto Wealth Advisors LLC lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 174.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,676 shares of the exchange traded fund’s stock after purchasing an additional 4,242 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 0.5% of Palo Alto Wealth Advisors LLC’s portfolio, making the stock its 26th largest position. Palo Alto Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $798,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in iShares Core S&P Small-Cap ETF by 10.0% in 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 purchasing an additional 10,185 shares during the last quarter. Alaska Permanent Capital Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 11.4% in the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock valued at $64,780,000 after buying an additional 55,761 shares in the last quarter. Latko Wealth Management Ltd. grew its stake in shares of iShares Core S&P Small-Cap ETF by 8.5% in the 3rd quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock valued at $6,979,000 after buying an additional 4,608 shares in the last quarter. First Horizon Corp acquired a new position in iShares Core S&P Small-Cap ETF in the third quarter worth approximately $10,009,000. Finally, Cambridge Capital Management LLC raised its position in iShares Core S&P Small-Cap ETF by 4.1% during the third quarter. Cambridge Capital Management LLC now owns 172,892 shares of the exchange traded fund’s stock valued at $20,545,000 after acquiring an additional 6,754 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 Stock Down 1.7%

NYSEARCA IJR opened at $127.66 on Friday. The stock has a market capitalization of $93.87 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $133.52. The company has a 50 day moving average price of $127.97 and a two-hundred day moving average price of $122.11.

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.