Heritage Wealth Management Inc. Texas Has $2.54 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Heritage Wealth Management Inc. Texas decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 15.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,096 shares of the exchange traded fund’s stock after selling 3,890 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 1.1% of Heritage Wealth Management Inc. Texas’ holdings, making the stock its 12th biggest holding. Heritage Wealth Management Inc. Texas’ holdings in iShares Core S&P Small-Cap ETF were worth $2,535,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Crewe Advisors LLC raised its stake 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 valued at $17,774,000 after buying an additional 5,956 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of iShares Core S&P Small-Cap ETF by 10.0% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock worth $13,302,000 after purchasing an additional 10,185 shares in the last quarter. Resonant Capital Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 2.2% during the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock worth $33,024,000 after purchasing an additional 5,942 shares in the last quarter. Alaska Permanent Capital Management LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 11.4% during the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after purchasing an additional 55,761 shares in the last quarter. Finally, Fortitude Family Office LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 10.1% during the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after purchasing an additional 4,209 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 Stock Up 0.8%

Shares of iShares Core S&P Small-Cap ETF stock opened at $137.40 on Friday. The stock has a market capitalization of $102.59 billion, a P/E ratio of 16.52 and a beta of 1.03. The company has a 50-day simple moving average of $130.68 and a 200 day simple moving average of $126.64. iShares Core S&P Small-Cap ETF has a 12-month low of $102.57 and a 12-month high of $139.49.

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.