Rochester Wealth Strategies LLC Has $9.67 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Rochester Wealth Strategies LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 88,491 shares of the exchange traded fund’s stock after acquiring an additional 10,216 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 6.9% of Rochester Wealth Strategies LLC’s portfolio, making the stock its 6th largest holding. Rochester Wealth Strategies LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $9,671,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Signature Resources Capital Management LLC grew its position in iShares Core S&P Small-Cap ETF by 105.8% during the first quarter. Signature Resources Capital Management LLC now owns 249 shares of the exchange traded fund’s stock valued at $26,000 after acquiring an additional 128 shares during the last quarter. Atlas Capital Advisors Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 1st quarter valued at $26,000. Hoey Investments Inc. bought a new position in shares of iShares Core S&P Small-Cap ETF during the 1st quarter valued at $28,000. N.E.W. Advisory Services LLC bought a new position in shares of iShares Core S&P Small-Cap ETF during the 1st quarter valued at $28,000. Finally, Bulwark Capital Corp purchased a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter worth $30,000. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Up 0.5%

NYSEARCA IJR opened at $120.08 on Monday. The company has a 50-day simple moving average of $116.28 and a two-hundred day simple moving average of $109.07. 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 $86.79 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15.

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.