HighRoad Wealth Advisors LLC Makes New $496,000 Investment in iShares Core S&P Small-Cap ETF $IJR

HighRoad Wealth Advisors LLC bought a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 4,131 shares of the exchange traded fund’s stock, valued at approximately $496,000. iShares Core S&P Small-Cap ETF makes up about 0.5% of HighRoad Wealth Advisors LLC’s holdings, making the stock its 22nd biggest holding.

Other hedge funds have also recently modified their holdings of the company. Nvwm LLC bought a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $25,000. Your Advocates Ltd. LLP lifted its position in shares of iShares Core S&P Small-Cap ETF by 197.6% during the 3rd quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock worth $29,000 after buying an additional 162 shares in the last quarter. Hantz Financial Services Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 85.4% during the 3rd quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock worth $30,000 after buying an additional 117 shares in the last quarter. Bank & Trust Co bought a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $30,000. Finally, New Millennium Group LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 105.3% during the 3rd quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock worth $37,000 after buying an additional 158 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

iShares Core S&P Small-Cap ETF stock opened at $135.39 on Monday. iShares Core S&P Small-Cap ETF has a 52 week low of $93.37 and a 52 week high of $136.53. The company’s 50 day moving average price is $127.64 and its two-hundred day moving average price is $123.88. The stock has a market cap of $100.65 billion, a P/E ratio of 16.52 and a beta of 1.02.

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. 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.