Matrix Private Capital Group LLC Acquires New Holdings in iShares Core S&P Small-Cap ETF $IJR

Matrix Private Capital Group LLC bought a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 81,238 shares of the exchange traded fund’s stock, valued at approximately $10,099,000. iShares Core S&P Small-Cap ETF comprises approximately 4.9% of Matrix Private Capital Group LLC’s investment portfolio, making the stock its 6th biggest position.

A number of other large investors have also added to or reduced their stakes in IJR. Nvwm LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth $25,000. Networth Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $40,000. DecisionPoint Financial LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 61.7% in the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock valued at $42,000 after acquiring an additional 132 shares during the period. Richardson Financial Services Inc. purchased a new position in iShares Core S&P Small-Cap ETF in the fourth quarter worth about $42,000. Finally, Evolution Wealth Management Inc. boosted its position in iShares Core S&P Small-Cap ETF by 546.3% in the fourth quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock worth $42,000 after purchasing an additional 295 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 0.0%

iShares Core S&P Small-Cap ETF stock opened at $144.86 on Friday. The business has a 50-day simple moving average of $142.54 and a two-hundred day simple moving average of $133.94. The company has a market cap of $108.99 billion, a P/E 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.

iShares Core S&P Small-Cap ETF 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.