Lynch Investment Planning LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 26,221 shares of the exchange traded fund’s stock, valued at approximately $3,151,000. iShares Core S&P Small-Cap ETF comprises 3.0% of Lynch Investment Planning LLC’s investment portfolio, making the stock its 11th largest position.
A number of other large investors have also recently added to or reduced their stakes in IJR. Crewe Advisors LLC grew its holdings 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 acquiring an additional 5,956 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 10.0% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock valued at $13,302,000 after purchasing an additional 10,185 shares during the last quarter. Resonant Capital Advisors LLC boosted its position in shares of 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. Fortitude Family Office LLC boosted its position in shares of 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. Finally, Becker Capital Management Inc. increased its stake in iShares Core S&P Small-Cap ETF by 3.1% in the 3rd quarter. Becker Capital Management Inc. now owns 427,257 shares of the exchange traded fund’s stock worth $50,771,000 after purchasing an additional 12,672 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 1.8%
Shares of IJR opened at $143.21 on Friday. The business’s 50-day moving average price is $136.99 and its 200 day moving average price is $129.73. The stock has a market capitalization of $106.93 billion, a P/E ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 1-year low of $105.15 and a 1-year high of $145.06.
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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