M3 Wealth Management LLC Acquires 3,750 Shares of iShares Core S&P Small-Cap ETF $IJR

M3 Wealth Management LLC raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 14.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 30,485 shares of the exchange traded fund’s stock after buying an additional 3,750 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 2.9% of M3 Wealth Management LLC’s portfolio, making the stock its 12th largest holding. M3 Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,790,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 24.3% in the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after acquiring an additional 5,853 shares during the last quarter. Heck Capital Advisors LLC acquired a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $55,011,000. AQR Capital Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 80.7% in the first quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after purchasing an additional 8,025 shares in the last quarter. Millennium Management LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the 1st quarter worth approximately $5,503,000. Finally, United Bank raised its stake in shares of iShares Core S&P Small-Cap ETF by 4.8% during the 2nd quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock worth $3,593,000 after purchasing an additional 1,495 shares in the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Up 0.3%

NYSEARCA IJR opened at $145.38 on Wednesday. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $149.35. The stock has a 50 day moving average of $141.08 and a 200-day moving average of $132.67. The company has a market cap of $109.26 billion, a PE ratio of 16.52 and a beta of 1.01.

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.