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

HORAN Wealth LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 100.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 279,520 shares of the exchange traded fund’s stock after purchasing an additional 139,760 shares during the period. iShares Core S&P Small-Cap ETF accounts for 3.2% of HORAN Wealth LLC’s investment portfolio, making the stock its 4th largest holding. HORAN Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $33,636,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of IJR. Crewe Advisors LLC raised its stake in iShares Core S&P Small-Cap ETF by 4.2% in the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after purchasing an additional 5,956 shares during the last quarter. Resonant Capital Advisors LLC boosted its stake 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 worth $33,024,000 after purchasing an additional 5,942 shares during the last quarter. Fortitude Family Office LLC boosted its stake 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 worth $5,508,000 after purchasing an additional 4,209 shares during the last quarter. Capital Asset Advisory Services LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 7.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock worth $51,281,000 after buying an additional 29,257 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 24.3% during the fourth quarter. Dynamic Advisor Solutions LLC now owns 27,298 shares of the exchange traded fund’s stock worth $3,281,000 after buying an additional 5,328 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 Price Performance

NYSEARCA:IJR opened at $145.10 on Tuesday. The firm has a 50 day simple moving average of $141.72 and a 200-day simple moving average of $133.33. The firm has a market cap of $109.10 billion, a PE ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $149.35.

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.