Bank of Jackson Hole Trust Boosts Stock Position in iShares Core S&P Small-Cap ETF $IJR

Bank of Jackson Hole Trust grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.8% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,449 shares of the exchange traded fund’s stock after buying an additional 1,163 shares during the period. iShares Core S&P Small-Cap ETF accounts for 0.9% of Bank of Jackson Hole Trust’s portfolio, making the stock its 23rd biggest holding. Bank of Jackson Hole Trust’s holdings in iShares Core S&P Small-Cap ETF were worth $1,579,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in IJR. Brighton Jones LLC lifted 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 valued at $3,450,000 after buying an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at about $55,011,000. Allspring Global Investments Holdings LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 0.4% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 143,181 shares of the exchange traded fund’s stock valued at $15,005,000 after buying an additional 550 shares in the last quarter. Red Door Wealth Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 8.3% during the 1st quarter. Red Door Wealth Management LLC now owns 1,970 shares of the exchange traded fund’s stock valued at $206,000 after buying an additional 151 shares in the last quarter. Finally, Richardson Capital Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 11.8% during the 1st quarter. Richardson Capital Management LLC now owns 2,221 shares of the exchange traded fund’s stock valued at $232,000 after buying an additional 235 shares in the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 0.6%

IJR stock opened at $120.45 on Wednesday. The business’s 50-day moving average price is $118.49 and its 200-day moving average price is $111.22. The stock has a market cap of $87.05 billion, a P/E ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $128.61.

iShares Core S&P Small-Cap ETF Company 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.