iShares Core S&P Small-Cap ETF $IJR Shares Bought by Diversify Wealth Management LLC

Diversify Wealth Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 730.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,985 shares of the exchange traded fund’s stock after acquiring an additional 50,120 shares during the quarter. Diversify Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,678,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Towercrest Capital Management boosted its position in iShares Core S&P Small-Cap ETF by 4.0% during the first quarter. Towercrest Capital Management now owns 101,461 shares of the exchange traded fund’s stock worth $12,616,000 after purchasing an additional 3,926 shares in the last quarter. Pittenger & Anderson Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 4.4% during the 1st quarter. Pittenger & Anderson Inc. now owns 207,943 shares of the exchange traded fund’s stock worth $25,849,000 after buying an additional 8,685 shares during the last quarter. Welch & Forbes LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 2.3% during the 1st quarter. Welch & Forbes LLC now owns 141,144 shares of the exchange traded fund’s stock worth $17,546,000 after buying an additional 3,169 shares during the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its position in shares of iShares Core S&P Small-Cap ETF by 24.3% in the 1st quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 74,719 shares of the exchange traded fund’s stock worth $9,288,000 after buying an additional 14,617 shares in the last quarter. Finally, Ferguson Wellman Capital Management Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 1st quarter worth about $32,610,000. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR opened at $145.56 on Monday. The stock has a market cap of $109.42 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $149.35. The company’s 50-day moving average price is $140.78 and its 200 day moving average price is $132.35.

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.