Lee Financial Co Has $4.92 Million Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Lee Financial Co increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 42,678 shares of the exchange traded fund’s stock after acquiring an additional 913 shares during the period. iShares Core S&P Small-Cap ETF comprises 0.7% of Lee Financial Co’s investment portfolio, making the stock its 19th biggest 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 quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IJR. JNBA Financial Advisors lifted its stake in iShares Core S&P Small-Cap ETF by 1.1% in the fourth quarter. JNBA Financial Advisors now owns 116,647 shares of the exchange traded fund’s stock valued at $13,440,000 after acquiring an additional 1,255 shares during the last quarter. Strategic Financial Concepts LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 141.7% in the 4th quarter. Strategic Financial Concepts LLC now owns 6,106 shares of the exchange traded fund’s stock valued at $704,000 after purchasing an additional 3,580 shares during the last quarter. Allworth Financial LP lifted its stake in shares of iShares Core S&P Small-Cap ETF by 37.9% in the 4th quarter. Allworth Financial LP now owns 1,164,863 shares of the exchange traded fund’s stock valued at $138,526,000 after purchasing an additional 320,218 shares during the last quarter. Principal Securities Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 10.7% in the fourth quarter. Principal Securities Inc. now owns 327,431 shares of the exchange traded fund’s stock worth $37,727,000 after purchasing an additional 31,613 shares in the last quarter. Finally, Legacy Capital Wealth Partners LLC increased its position in iShares Core S&P Small-Cap ETF by 56.7% during the fourth quarter. Legacy Capital Wealth Partners LLC now owns 14,350 shares of the exchange traded fund’s stock worth $1,653,000 after buying an additional 5,191 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA:IJR opened at $117.09 on Friday. The stock has a market capitalization of $84.95 billion, a P/E ratio of 12.95 and a beta of 1.16. The business has a 50-day moving average of $117.76 and a two-hundred day moving average of $117.14. 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.