Bar Harbor Wealth Management Boosts Stake in iShares Core S&P Small-Cap ETF $IJR

Bar Harbor Wealth Management lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 235,313 shares of the exchange traded fund’s stock after buying an additional 810 shares during the period. iShares Core S&P Small-Cap ETF makes up 1.6% of Bar Harbor Wealth Management’s holdings, making the stock its 12th biggest position. Bar Harbor Wealth Management’s holdings in iShares Core S&P Small-Cap ETF were worth $25,717,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Investment Partners Asset Management Inc. raised its position in iShares Core S&P Small-Cap ETF by 2.7% in the 2nd quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock valued at $380,000 after purchasing an additional 93 shares during the last quarter. Blue Barn Wealth LLC raised its position in iShares Core S&P Small-Cap ETF by 1.6% in the 1st quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock valued at $640,000 after purchasing an additional 97 shares during the last quarter. LMG Wealth Partners LLC raised its position in iShares Core S&P Small-Cap ETF by 3.7% in the 1st quarter. LMG Wealth Partners LLC now owns 2,733 shares of the exchange traded fund’s stock valued at $286,000 after purchasing an additional 98 shares during the last quarter. Resurgent Financial Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 0.8% in the 1st quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock valued at $1,310,000 after purchasing an additional 98 shares during the last quarter. Finally, Lauer Wealth LLC raised its position in iShares Core S&P Small-Cap ETF by 1.3% in the 1st quarter. Lauer Wealth LLC now owns 7,768 shares of the exchange traded fund’s stock valued at $783,000 after purchasing an additional 100 shares during the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock opened at $119.32 on Thursday. The company has a market cap of $86.24 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $128.61. The company has a fifty day moving average price of $116.69 and a 200 day moving average price of $109.31.

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.