Lowe Brockenbrough & Co. Inc. Boosts Stake in iShares Core S&P Small-Cap ETF $IJR

Lowe Brockenbrough & Co. Inc. raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 264,601 shares of the exchange traded fund’s stock after purchasing an additional 8,198 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 1.6% of Lowe Brockenbrough & Co. Inc.’s portfolio, making the stock its 13th largest holding. Lowe Brockenbrough & Co. Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $32,893,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of IJR. Livet Wealth LLC increased its position in iShares Core S&P Small-Cap ETF by 1.2% during the 1st quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock worth $778,000 after purchasing an additional 75 shares in the last quarter. Pasadena Private Wealth LLC lifted its position in iShares Core S&P Small-Cap ETF by 0.7% during the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after buying an additional 76 shares in the last quarter. Flavin Financial Services Inc. lifted its position in iShares Core S&P Small-Cap ETF by 0.4% during the fourth 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. First Trust Advisors LP grew its stake in iShares Core S&P Small-Cap ETF by 1.7% during the fourth quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after buying an additional 78 shares during the period. Finally, Westmount Partners LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 0.3% in the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after acquiring an additional 79 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 Stock Performance

Shares of IJR stock opened at $146.02 on Monday. The company’s fifty day simple moving average is $141.57 and its 200-day simple moving average is $133.16. 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 has a market cap of $109.79 billion, a PE ratio of 16.52 and a beta of 1.01.

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.