Stephenson & Company Inc. Purchases 3,109 Shares of iShares Core S&P Small-Cap ETF $IJR

Stephenson & Company Inc. boosted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.9% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 55,725 shares of the exchange traded fund’s stock after acquiring an additional 3,109 shares during the period. iShares Core S&P Small-Cap ETF comprises 3.7% of Stephenson & Company Inc.’s investment portfolio, making the stock its 8th biggest holding. Stephenson & Company Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $6,090,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Investment Partners Asset Management Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 2.7% in the second quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock valued at $380,000 after buying an additional 93 shares during the last quarter. PCG Asset Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 1.1% during the 2nd quarter. PCG Asset Management LLC now owns 8,975 shares of the exchange traded fund’s stock worth $981,000 after buying an additional 95 shares during the last quarter. Blue Barn Wealth LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 1.6% during the 1st quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock worth $640,000 after acquiring an additional 97 shares in the last quarter. Facet Wealth Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 3.6% in the 2nd quarter. Facet Wealth Inc. now owns 2,774 shares of the exchange traded fund’s stock valued at $306,000 after acquiring an additional 97 shares during the last quarter. Finally, Resurgent Financial Advisors LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 0.8% during the 1st quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock worth $1,310,000 after acquiring an additional 98 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 2.1%

IJR stock opened at $116.95 on Friday. The business has a 50 day moving average price of $118.67 and a 200 day moving average price of $112.90. The stock has a market cap of $84.43 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two 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.