Lee Financial Co grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 42,678 shares of the exchange traded fund’s stock after buying an additional 913 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 0.7% of Lee Financial Co’s portfolio, making the stock its 19th largest position. Lee Financial Co’s holdings in iShares Core S&P Small-Cap ETF were worth $4,917,000 at the end of the most recent reporting period.
Several other institutional investors have also made changes to their positions in the company. Financial Life Planners acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter valued at $25,000. Riggs Asset Managment Co. Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 50.6% during the third quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock valued at $32,000 after buying an additional 91 shares in the last quarter. Brooklyn Investment Group purchased a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter worth about $46,000. Endeavor Private Wealth Inc. acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth about $47,000. Finally, SJS Investment Consulting Inc. grew its stake in iShares Core S&P Small-Cap ETF by 784.3% during the 4th quarter. SJS Investment Consulting Inc. now owns 451 shares of the exchange traded fund’s stock valued at $52,000 after acquiring an additional 400 shares in the last quarter.
iShares Core S&P Small-Cap ETF Price Performance
Shares of IJR opened at $117.09 on Friday. The business’s 50-day moving average is $117.76 and its 200-day moving average is $117.14. The company has a market capitalization of $84.95 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.85 and a fifty-two week high of $128.61.
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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