Mission Wealth Management LP Has $55.77 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Mission Wealth Management LP lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 27.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 533,338 shares of the exchange traded fund’s stock after purchasing an additional 115,703 shares during the period. iShares Core S&P Small-Cap ETF accounts for 1.4% of Mission Wealth Management LP’s portfolio, making the stock its 12th largest position. Mission Wealth Management LP owned 0.07% of iShares Core S&P Small-Cap ETF worth $55,771,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. Founders Financial Alliance LLC grew its position in iShares Core S&P Small-Cap ETF by 2.0% in the fourth quarter. Founders Financial Alliance LLC now owns 4,697 shares of the exchange traded fund’s stock worth $541,000 after acquiring an additional 91 shares in the last quarter. Plancorp LLC boosted its position in iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Plancorp LLC now owns 19,084 shares of the exchange traded fund’s stock valued at $2,199,000 after buying an additional 96 shares during the period. Blueprint Investment Partners LLC boosted its position in iShares Core S&P Small-Cap ETF by 2.3% during the fourth quarter. Blueprint Investment Partners LLC now owns 4,385 shares of the exchange traded fund’s stock valued at $505,000 after buying an additional 98 shares during the period. Lane & Associates LLC boosted its position in iShares Core S&P Small-Cap ETF by 0.7% during the fourth quarter. Lane & Associates LLC now owns 14,608 shares of the exchange traded fund’s stock valued at $1,730,000 after buying an additional 99 shares during the period. Finally, Quartz Partners LLC boosted its position in iShares Core S&P Small-Cap ETF by 3.9% during the fourth quarter. Quartz Partners LLC now owns 2,650 shares of the exchange traded fund’s stock valued at $305,000 after buying an additional 100 shares during the period.

iShares Core S&P Small-Cap ETF Stock Down 1.9%

NYSEARCA IJR opened at $106.30 on Monday. The company has a 50-day simple moving average of $102.66 and a two-hundred day simple moving average of $110.03. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61. The firm has a market cap of $77.37 billion, a price-to-earnings ratio of 16.94 and a beta of 1.08.

iShares Core S&P Small-Cap ETF Company 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.