Fusion Family Wealth LLC Has $19.59 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

Fusion Family Wealth LLC trimmed its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 14.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 179,230 shares of the exchange traded fund’s stock after selling 30,109 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 1.7% of Fusion Family Wealth LLC’s portfolio, making the stock its 15th biggest position. Fusion Family Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $19,588,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Investment Partners Asset Management Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 2.7% during the second quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock worth $380,000 after buying an additional 93 shares during the last quarter. Blue Barn Wealth LLC boosted its stake in iShares Core S&P Small-Cap ETF by 1.6% during the 1st quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock worth $640,000 after acquiring an additional 97 shares during the last quarter. LMG Wealth Partners LLC grew its holdings in iShares Core S&P Small-Cap ETF by 3.7% during the first quarter. LMG Wealth Partners LLC now owns 2,733 shares of the exchange traded fund’s stock valued at $286,000 after purchasing an additional 98 shares during the period. Resurgent Financial Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 0.8% in the first quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock valued at $1,310,000 after purchasing an additional 98 shares in the last quarter. Finally, Lauer Wealth LLC raised its holdings in iShares Core S&P Small-Cap ETF by 1.3% in the first quarter. Lauer Wealth LLC now owns 7,768 shares of the exchange traded fund’s stock worth $783,000 after purchasing an additional 100 shares during the period. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Down 0.7%

Shares of NYSEARCA IJR opened at $118.91 on Thursday. The company’s fifty day moving average is $118.01 and its 200-day moving average is $110.26. The stock has a market cap of $86.00 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $128.61.

iShares Core S&P Small-Cap ETF Company 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.