HORAN Wealth LLC Has $16.25 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

HORAN Wealth LLC grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2,077.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 136,785 shares of the exchange traded fund’s stock after purchasing an additional 130,502 shares during the period. iShares Core S&P Small-Cap ETF comprises about 2.6% of HORAN Wealth LLC’s investment portfolio, making the stock its 7th biggest position. HORAN Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $16,254,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the stock. Your Advocates Ltd. LLP raised its holdings in iShares Core S&P Small-Cap ETF by 197.6% in the 3rd quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock valued at $29,000 after acquiring an additional 162 shares in the last quarter. RMG Wealth Management LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter worth approximately $27,000. Hantz Financial Services Inc. increased its position in shares of iShares Core S&P Small-Cap ETF by 85.4% during the third quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 117 shares during the period. Curio Wealth LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 26,900.0% in the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 269 shares in the last quarter. Finally, WPG Advisers LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 306.6% in the third quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock valued at $51,000 after purchasing an additional 325 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $129.34 on Thursday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $131.64. The firm’s fifty day moving average price is $124.53 and its two-hundred day moving average price is $119.49. The company has a market capitalization of $95.11 billion, a P/E ratio of 16.52 and a beta of 1.08.

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.