Mission Wealth Management LP raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 606,886 shares of the exchange traded fund’s stock after purchasing an additional 25,457 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 1.5% of Mission Wealth Management LP’s investment portfolio, making the stock its 12th largest position. Mission Wealth Management LP’s holdings in iShares Core S&P Small-Cap ETF were worth $72,936,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Crewe Advisors LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 4.2% in the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock worth $17,774,000 after buying an additional 5,956 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of iShares Core S&P Small-Cap ETF by 10.0% in the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock worth $13,302,000 after buying an additional 10,185 shares during the last quarter. Resonant Capital Advisors LLC grew its stake in iShares Core S&P Small-Cap ETF by 2.2% in the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after purchasing an additional 5,942 shares during the period. Alaska Permanent Capital Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 11.4% in the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock valued at $64,780,000 after purchasing an additional 55,761 shares during the period. Finally, Fortitude Family Office LLC grew its stake in iShares Core S&P Small-Cap ETF by 10.1% in the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after purchasing an additional 4,209 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.
iShares Core S&P Small-Cap ETF Price Performance
Shares of NYSEARCA:IJR opened at $133.93 on Monday. The company has a market capitalization of $100.00 billion, a PE ratio of 16.52 and a beta of 1.03. The business has a fifty day moving average price of $129.68 and a two-hundred day moving average price of $126.10. iShares Core S&P Small-Cap ETF has a 1 year low of $102.57 and a 1 year high of $139.49.
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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