Ndwm LLC Takes Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Ndwm LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 21,240 shares of the exchange traded fund’s stock, valued at approximately $2,484,000. iShares Core S&P Small-Cap ETF comprises 2.0% of Ndwm LLC’s investment portfolio, making the stock its 10th largest holding.

Other hedge funds have also modified their holdings of the company. Peterson Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.6% during the first quarter. Peterson Wealth Advisors LLC now owns 22,236 shares of the exchange traded fund’s stock valued at $2,458,000 after purchasing an additional 355 shares during the last quarter. Matrix Asset Advisors Inc. NY lifted its stake in iShares Core S&P Small-Cap ETF by 47.6% in the 1st quarter. Matrix Asset Advisors Inc. NY now owns 23,157 shares of the exchange traded fund’s stock worth $2,559,000 after acquiring an additional 7,473 shares in the last quarter. WealthPLAN Partners LLC lifted its stake in iShares Core S&P Small-Cap ETF by 7.6% in the 1st quarter. WealthPLAN Partners LLC now owns 4,210 shares of the exchange traded fund’s stock worth $465,000 after acquiring an additional 296 shares in the last quarter. Pineridge Advisors LLC lifted its stake in iShares Core S&P Small-Cap ETF by 58.2% in the 2nd quarter. Pineridge Advisors LLC now owns 973 shares of the exchange traded fund’s stock worth $104,000 after acquiring an additional 358 shares in the last quarter. Finally, Fidelis Capital Partners LLC lifted its stake in iShares Core S&P Small-Cap ETF by 29.5% in the 2nd quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock worth $4,313,000 after acquiring an additional 9,098 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.6 %

Shares of iShares Core S&P Small-Cap ETF stock opened at $115.39 on Wednesday. The stock has a 50-day moving average price of $114.84 and a 200 day moving average price of $110.73. The company has a market cap of $83.72 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 1 year low of $87.32 and a 1 year high of $120.74.

iShares Core S&P Small-Cap ETF Company 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.