Northwest Wealth Advisors LLC acquired a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 9,984 shares of the exchange traded fund’s stock, valued at approximately $1,200,000. iShares Core S&P Small-Cap ETF comprises approximately 0.9% of Northwest Wealth Advisors LLC’s portfolio, making the stock its 23rd biggest position.
Other institutional investors and hedge funds have also made changes to their positions in the company. Jones Financial Companies Lllp grew its stake in iShares Core S&P Small-Cap ETF by 549.5% in the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock worth $1,763,740,000 after acquiring an additional 12,593,909 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 60.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after acquiring an additional 1,928,405 shares during the period. Northwestern Mutual Investment Management Company LLC grew its stake in iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after purchasing an additional 1,617,116 shares during the last quarter. Nationwide Fund Advisors raised its stake in iShares Core S&P Small-Cap ETF by 98.8% in the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after buying an additional 1,045,425 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after acquiring an additional 1,024,536 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.
iShares Core S&P Small-Cap ETF Trading Up 0.3%
NYSEARCA IJR opened at $136.27 on Friday. The stock has a market cap of $101.75 billion, a P/E ratio of 16.52 and a beta of 1.03. iShares Core S&P Small-Cap ETF has a 12-month low of $102.57 and a 12-month high of $139.49. The company has a fifty day simple moving average of $130.42 and a two-hundred day simple moving average of $126.56.
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. 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.
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