Morris Financial Concepts Inc. lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 10.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 117,460 shares of the exchange traded fund’s stock after purchasing an additional 10,885 shares during the period. iShares Core S&P Small-Cap ETF comprises about 7.3% of Morris Financial Concepts Inc.’s investment portfolio, making the stock its 3rd largest position. Morris Financial Concepts Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $12,715,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds have also recently made changes to their positions in IJR. Atlantic Private Wealth LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 185.9% during the third quarter. Atlantic Private Wealth LLC now owns 263 shares of the exchange traded fund’s stock valued at $25,000 after buying an additional 171 shares during the last quarter. Bruce G. Allen Investments LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $28,000. Capital Investment Counsel Inc purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the third quarter valued at about $31,000. Highlander Capital Management LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $36,000. Finally, Industrial Alliance Investment Management Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the third quarter valued at about $42,000.
iShares Core S&P Small-Cap ETF Price Performance
Shares of IJR stock traded down $1.59 during mid-day trading on Friday, hitting $104.52. 3,342,453 shares of the stock traded hands, compared to its average volume of 4,458,542. The stock has a market cap of $73.01 billion, a P/E ratio of 12.11 and a beta of 1.15. The stock’s fifty day moving average is $107.03 and its two-hundred day moving average is $101.55. iShares Core S&P Small-Cap ETF has a 52-week low of $87.32 and a 52-week high of $111.16.
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.
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