iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Position Boosted by Litman Gregory Wealth Management LLC

Litman Gregory Wealth Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 158,404 shares of the exchange traded fund’s stock after purchasing an additional 16,351 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.5% of Litman Gregory Wealth Management LLC’s investment portfolio, making the stock its 15th biggest holding. Litman Gregory Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $18,527,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Riverview Trust Co bought a new position in iShares Core S&P Small-Cap ETF in the first quarter worth about $33,000. WFA Asset Management Corp acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at approximately $36,000. DHJJ Financial Advisors Ltd. increased its stake in shares of iShares Core S&P Small-Cap ETF by 407.5% in the second quarter. DHJJ Financial Advisors Ltd. now owns 340 shares of the exchange traded fund’s stock valued at $36,000 after purchasing an additional 273 shares during the period. HWG Holdings LP acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at approximately $41,000. Finally, Financial Connections Group Inc. acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at approximately $54,000.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR traded down $0.44 during trading hours on Wednesday, hitting $114.95. The stock had a trading volume of 493,520 shares, compared to its average volume of 3,759,034. The stock’s fifty day simple moving average is $114.84 and its 200 day simple moving average is $110.73. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $120.74. The firm has a market capitalization of $83.40 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16.

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.