iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Stake Boosted by Paragon Private Wealth Management LLC

Paragon Private Wealth Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 9.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 38,575 shares of the exchange traded fund’s stock after buying an additional 3,304 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 2.1% of Paragon Private Wealth Management LLC’s portfolio, making the stock its 8th largest position. Paragon Private Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,445,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Raymond James Financial Inc. purchased a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter worth about $1,637,301,000. FMR LLC grew its holdings in iShares Core S&P Small-Cap ETF by 5.9% in the third quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock worth $2,589,128,000 after purchasing an additional 1,230,029 shares during the period. Venturi Wealth Management LLC grew its holdings in iShares Core S&P Small-Cap ETF by 15,751.5% in the third quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock worth $96,945,000 after purchasing an additional 823,645 shares during the period. LPL Financial LLC grew its holdings in iShares Core S&P Small-Cap ETF by 5.2% in the third quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock worth $1,638,229,000 after purchasing an additional 689,382 shares during the period. Finally, JPMorgan Chase & Co. grew its holdings in iShares Core S&P Small-Cap ETF by 21.9% in the third quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock worth $426,794,000 after purchasing an additional 655,679 shares during the period.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $107.81 on Monday. The stock has a market cap of $81.45 billion, a PE ratio of 17.05 and a beta of 1.15. 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. The firm’s 50-day simple moving average is $115.57 and its two-hundred day simple moving average is $117.24.

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.