Integrated Wealth Concepts LLC Has $27.94 Million Stake in iShares Core S&P Small-Cap ETF $IJR

Integrated Wealth Concepts LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 188,377 shares of the exchange traded fund’s stock after buying an additional 8,643 shares during the period. Integrated Wealth Concepts LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $27,938,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Houlihan Financial Resource Group Ltd. raised its position in shares of iShares Core S&P Small-Cap ETF by 101.4% during the fourth quarter. Houlihan Financial Resource Group Ltd. now owns 101,872 shares of the exchange traded fund’s stock worth $12,566,000 after purchasing an additional 51,302 shares during the period. Camden National Bank boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 3.8% in the 1st quarter. Camden National Bank now owns 96,096 shares of the exchange traded fund’s stock valued at $11,946,000 after buying an additional 3,509 shares during the last quarter. Integrity Alliance LLC. increased its stake in shares of iShares Core S&P Small-Cap ETF by 52.0% during the 4th quarter. Integrity Alliance LLC. now owns 11,984 shares of the exchange traded fund’s stock worth $1,440,000 after purchasing an additional 4,100 shares during the last quarter. Coppell Advisory Solutions LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at about $4,588,000. Finally, SHP Wealth Management bought a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $1,208,000. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $144.25 on Wednesday. iShares Core S&P Small-Cap ETF has a 52 week low of $112.00 and a 52 week high of $150.69. The firm’s 50-day simple moving average is $146.48 and its 200 day simple moving average is $138.13. The firm has a market cap of $108.74 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01.

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.