iShares Core S&P Small-Cap ETF $IJR Stake Increased by Vestwell Advisors LLC

Vestwell Advisors LLC raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.8% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 100,595 shares of the exchange traded fund’s stock after purchasing an additional 7,279 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 3.4% of Vestwell Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. Vestwell Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $12,505,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Livet Wealth LLC raised its holdings in iShares Core S&P Small-Cap ETF by 1.2% in the 1st quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock worth $778,000 after acquiring an additional 75 shares during the last quarter. Pasadena Private Wealth LLC boosted its stake in iShares Core S&P Small-Cap ETF by 0.7% during the 4th quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after purchasing an additional 76 shares during the last quarter. Flavin Financial Services Inc. boosted its stake in iShares Core S&P Small-Cap ETF by 0.4% during the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock valued at $2,239,000 after purchasing an additional 78 shares during the last quarter. First Trust Advisors LP increased its holdings in shares of iShares Core S&P Small-Cap ETF by 1.7% in the 4th quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after purchasing an additional 78 shares in the last quarter. Finally, Westmount Partners LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.3% in the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after purchasing an additional 79 shares in the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock opened at $144.32 on Thursday. The stock has a market capitalization of $108.88 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $149.35. The business has a fifty day moving average price of $143.20 and a 200-day moving average price of $134.45.

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.