Walkner Condon Financial Advisors LLC lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 64.2% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 90,858 shares of the exchange traded fund’s stock after purchasing an additional 35,539 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 1.5% of Walkner Condon Financial Advisors LLC’s investment portfolio, making the stock its 15th largest holding. Walkner Condon Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,293,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors also recently modified their holdings of the company. Bryant Woods Investment Advisors LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 0.9% during the 1st quarter. Bryant Woods Investment Advisors LLC now owns 88,305 shares of the exchange traded fund’s stock valued at $10,977,000 after purchasing an additional 802 shares during the period. NBT Bank N A NY lifted its stake in shares of iShares Core S&P Small-Cap ETF by 10.5% in the 1st quarter. NBT Bank N A NY now owns 15,386 shares of the exchange traded fund’s stock worth $1,913,000 after purchasing an additional 1,465 shares during the period. Howe & Rusling Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 10.4% in the 1st quarter. Howe & Rusling Inc. now owns 99,298 shares of the exchange traded fund’s stock worth $12,344,000 after purchasing an additional 9,380 shares during the period. Hudson Edge Investment Partners Inc. purchased a new position in shares of iShares Core S&P Small-Cap ETF in the first quarter worth approximately $85,000. Finally, Nationwide Fund Advisors boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 27.6% in the first quarter. Nationwide Fund Advisors now owns 2,684,005 shares of the exchange traded fund’s stock worth $333,649,000 after buying an additional 580,145 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.
iShares Core S&P Small-Cap ETF Stock Performance
Shares of NYSEARCA IJR opened at $146.48 on Friday. The firm has a 50 day moving average of $139.82 and a 200 day moving average of $131.49. The firm has a market capitalization of $109.99 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 12-month low of $107.08 and a 12-month high of $149.35.
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.
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