KFG Wealth Management LLC Has $411,000 Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

KFG Wealth Management LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.2% during the fourth quarter, Holdings Channel reports. The fund owned 3,800 shares of the exchange traded fund’s stock after acquiring an additional 154 shares during the quarter. KFG Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $411,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also made changes to their positions in the company. Bruce G. Allen Investments LLC bought a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $28,000. Atlantic Private Wealth LLC boosted its stake in iShares Core S&P Small-Cap ETF by 185.9% in the 3rd quarter. Atlantic Private Wealth LLC now owns 263 shares of the exchange traded fund’s stock valued at $25,000 after purchasing an additional 171 shares during the period. Capital Investment Counsel Inc bought a new stake in iShares Core S&P Small-Cap ETF in the 3rd quarter valued at $31,000. Highlander Capital Management LLC bought a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $36,000. Finally, Stonebridge Capital Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF by 354.9% in the 1st quarter. Stonebridge Capital Advisors LLC now owns 414 shares of the exchange traded fund’s stock valued at $45,000 after purchasing an additional 323 shares during the period.

iShares Core S&P Small-Cap ETF Stock Up 0.8 %

Shares of NYSEARCA:IJR traded up $0.85 during trading on Friday, reaching $103.19. 4,812,296 shares of the company traded hands, compared to its average volume of 4,451,159. The company’s 50 day moving average is $106.95 and its two-hundred day moving average is $101.86. The firm has a market capitalization of $75.17 billion, a PE ratio of 12.80 and a beta of 1.18. iShares Core S&P Small-Cap ETF has a 52 week low of $87.32 and a 52 week high of $111.16.

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.