Heartwood Wealth Advisors LLC Grows Stake in iShares Core S&P Small-Cap ETF $IJR

Heartwood Wealth Advisors LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 24,536 shares of the exchange traded fund’s stock after buying an additional 2,996 shares during the quarter. Heartwood Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $2,682,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in IJR. Twele Capital Management Inc. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 0.7% in the second quarter. Twele Capital Management Inc. now owns 170,180 shares of the exchange traded fund’s stock valued at $18,599,000 after acquiring an additional 1,101 shares in the last quarter. RF&L Wealth Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 104.3% in the 2nd quarter. RF&L Wealth Management LLC now owns 7,119 shares of the exchange traded fund’s stock valued at $778,000 after purchasing an additional 3,635 shares in the last quarter. Upper Left Wealth Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 7.0% in the 2nd quarter. Upper Left Wealth Management LLC now owns 5,032 shares of the exchange traded fund’s stock valued at $550,000 after purchasing an additional 329 shares in the last quarter. St. Clair Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 4.8% in the 2nd quarter. St. Clair Advisors LLC now owns 14,900 shares of the exchange traded fund’s stock worth $1,628,000 after purchasing an additional 689 shares during the period. Finally, Capital Asset Advisory Services LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 2.5% during the second quarter. Capital Asset Advisory Services LLC now owns 346,981 shares of the exchange traded fund’s stock valued at $38,501,000 after purchasing an additional 8,495 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 1.4%

Shares of IJR stock opened at $118.46 on Monday. The firm has a market cap of $86.08 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $128.61. The company’s 50 day moving average is $114.35 and its 200 day moving average is $107.78.

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.