Lionsbridge Wealth Management LLC Has $2.05 Million Position in iShares Core S&P Small-Cap ETF $IJR

Lionsbridge Wealth Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 15.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 18,784 shares of the exchange traded fund’s stock after buying an additional 2,509 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 2.0% of Lionsbridge Wealth Management LLC’s portfolio, making the stock its 15th biggest position. Lionsbridge Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $2,053,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of IJR. Brighton Jones LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 24.3% during the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after buying an additional 5,853 shares during the period. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth about $55,011,000. GAMMA Investing LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 5.9% during the 1st quarter. GAMMA Investing LLC now owns 18,689 shares of the exchange traded fund’s stock worth $1,954,000 after buying an additional 1,041 shares during the period. State of Alaska Department of Revenue grew its position in shares of iShares Core S&P Small-Cap ETF by 50.5% during the 1st quarter. State of Alaska Department of Revenue now owns 15,916 shares of the exchange traded fund’s stock worth $1,664,000 after buying an additional 5,342 shares during the period. Finally, Pennsylvania Capital Management Inc. ADV grew its position in shares of iShares Core S&P Small-Cap ETF by 2.3% during the 1st quarter. Pennsylvania Capital Management Inc. ADV now owns 29,033 shares of the exchange traded fund’s stock worth $3,036,000 after buying an additional 651 shares during the period. 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 $119.45 on Tuesday. The stock has a market cap of $86.36 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. The business has a 50 day simple moving average of $117.86 and a 200 day simple moving average of $110.13. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $128.61.

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.