Fortis Capital Advisors LLC Grows Holdings in iShares Core S&P Small-Cap ETF $IJR

Fortis Capital Advisors LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.4% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 100,137 shares of the exchange traded fund’s stock after acquiring an additional 5,118 shares during the period. iShares Core S&P Small-Cap ETF accounts for 2.0% of Fortis Capital Advisors LLC’s portfolio, making the stock its 12th biggest position. Fortis Capital Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,944,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. New Century Financial Group LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter valued at approximately $883,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in iShares Core S&P Small-Cap ETF by 3.4% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 101,760 shares of the exchange traded fund’s stock worth $11,121,000 after purchasing an additional 3,334 shares during the last quarter. HighMark Wealth Management LLC lifted its stake in iShares Core S&P Small-Cap ETF by 1.7% during the second quarter. HighMark Wealth Management LLC now owns 86,738 shares of the exchange traded fund’s stock worth $9,477,000 after purchasing an additional 1,469 shares during the last quarter. DHJJ Financial Advisors Ltd. lifted its stake in iShares Core S&P Small-Cap ETF by 6.3% during the second quarter. DHJJ Financial Advisors Ltd. now owns 13,667 shares of the exchange traded fund’s stock worth $1,494,000 after purchasing an additional 811 shares during the last quarter. Finally, Synergy Asset Management LLC lifted its stake in iShares Core S&P Small-Cap ETF by 32.5% during the second quarter. Synergy Asset Management LLC now owns 3,545 shares of the exchange traded fund’s stock worth $387,000 after purchasing an additional 870 shares during the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $120.08 on Friday. The business’s fifty day moving average price is $116.28 and its 200 day moving average price is $109.04. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61. The stock has a market capitalization of $86.76 billion, a PE ratio of 16.52 and a beta of 1.15.

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.