Joel Adams & Associates Inc. bought a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 16,922 shares of the exchange traded fund’s stock, valued at approximately $1,950,000. iShares Core S&P Small-Cap ETF comprises approximately 1.8% of Joel Adams & Associates Inc.’s portfolio, making the stock its 11th biggest position.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. International Assets Investment Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 8,742.1% during the 3rd quarter. International Assets Investment Management LLC now owns 1,545,682 shares of the exchange traded fund’s stock valued at $180,783,000 after buying an additional 1,528,201 shares in the last quarter. FMR LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 5.9% during the 3rd quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock valued at $2,589,128,000 after buying an additional 1,230,029 shares in the last quarter. Venturi Wealth Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 15,751.5% during the 3rd quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock valued at $96,945,000 after buying an additional 823,645 shares in the last quarter. LPL Financial LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 5.2% during the 3rd quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock valued at $1,638,229,000 after buying an additional 689,382 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 21.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock valued at $426,794,000 after buying an additional 655,679 shares in the last quarter.
iShares Core S&P Small-Cap ETF Trading Up 0.6 %
Shares of IJR stock opened at $117.82 on Wednesday. The firm’s 50 day moving average is $117.49 and its 200 day moving average is $117.19. The stock has a market capitalization of $85.48 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61.
About iShares Core S&P Small-Cap ETF
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.
Recommended Stories
- Five stocks we like better than iShares Core S&P Small-Cap ETF
- The 3 Best Retail Stocks to Shop for in August
- Hims & Hers Earnings Could Be a Game Changer—What to Do Now
- What is a Low P/E Ratio and What Does it Tell Investors?
- DeepSeek IPO Remains Far Off—Investors Eye 4 Chinese AI Stocks
- Business Services Stocks Investing
- Mortgage Market Bottom? Why Rocket Companies Could Be a Buy
Receive News & Ratings for iShares Core S&P Small-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P Small-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.