Oak Harbor Wealth Partners LLC Has $6.75 Million Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Oak Harbor Wealth Partners LLC raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 58,607 shares of the exchange traded fund’s stock after acquiring an additional 812 shares during the period. iShares Core S&P Small-Cap ETF accounts for 2.0% of Oak Harbor Wealth Partners LLC’s portfolio, making the stock its 11th largest position. Oak Harbor Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,753,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IJR. QRG Capital Management Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 16.1% during the 3rd quarter. QRG Capital Management Inc. now owns 8,739 shares of the exchange traded fund’s stock worth $1,022,000 after purchasing an additional 1,209 shares in the last quarter. JB Capital LLC boosted its stake in iShares Core S&P Small-Cap ETF by 22.2% in the 3rd quarter. JB Capital LLC now owns 4,422 shares of the exchange traded fund’s stock valued at $517,000 after buying an additional 804 shares in the last quarter. Mainstream Capital Management LLC acquired a new stake in iShares Core S&P Small-Cap ETF in the 3rd quarter valued at $1,565,000. Dudley Capital Management LLC boosted its stake in iShares Core S&P Small-Cap ETF by 4.4% in the 3rd quarter. Dudley Capital Management LLC now owns 17,153 shares of the exchange traded fund’s stock valued at $2,006,000 after buying an additional 727 shares in the last quarter. Finally, NavPoint Financial Inc. boosted its stake in iShares Core S&P Small-Cap ETF by 0.9% in the 3rd quarter. NavPoint Financial Inc. now owns 10,432 shares of the exchange traded fund’s stock valued at $1,220,000 after buying an additional 91 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR stock opened at $107.81 on Friday. The stock’s fifty day simple moving average is $115.57 and its 200 day simple moving average is $117.18. The firm has a market cap of $81.45 billion, a price-to-earnings ratio of 17.05 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a one year low of $101.85 and a one year 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.