iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Purchased by Abound Wealth Management

Abound Wealth Management raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 350,813 shares of the exchange traded fund’s stock after purchasing an additional 17,064 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 13.0% of Abound Wealth Management’s investment portfolio, making the stock its largest position. Abound Wealth Management’s holdings in iShares Core S&P Small-Cap ETF were worth $40,421,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in IJR. Riggs Asset Managment Co. Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 50.6% in the third quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after buying an additional 91 shares during the last quarter. HWG Holdings LP acquired a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter worth $41,000. Abich Financial Wealth Management LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 285.6% during the third quarter. Abich Financial Wealth Management LLC now owns 482 shares of the exchange traded fund’s stock valued at $56,000 after acquiring an additional 357 shares during the period. Fairscale Capital LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at about $58,000. Finally, Davis Capital Management increased its stake in shares of iShares Core S&P Small-Cap ETF by 20.1% in the third quarter. Davis Capital Management now owns 597 shares of the exchange traded fund’s stock worth $70,000 after purchasing an additional 100 shares during the period.

iShares Core S&P Small-Cap ETF Trading Up 0.1 %

NYSEARCA:IJR traded up $0.16 during mid-day trading on Monday, hitting $113.24. 4,632,548 shares of the company’s stock traded hands, compared to its average volume of 4,542,672. The firm has a 50 day moving average of $120.71 and a two-hundred day moving average of $116.03. The firm has a market capitalization of $82.16 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 12 month low of $101.50 and a 12 month high of $128.61.

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.