Triangle Securities Wealth Management Grows Holdings in iShares Core S&P Small-Cap ETF $IJR

Triangle Securities Wealth Management grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 71,762 shares of the exchange traded fund’s stock after purchasing an additional 5,111 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 1.8% of Triangle Securities Wealth Management’s investment portfolio, making the stock its 11th largest position. Triangle Securities Wealth Management’s holdings in iShares Core S&P Small-Cap ETF were worth $8,624,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Your Advocates Ltd. LLP boosted its position in iShares Core S&P Small-Cap ETF by 197.6% during the third quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock worth $29,000 after acquiring an additional 162 shares during the last quarter. Hantz Financial Services Inc. grew its stake in iShares Core S&P Small-Cap ETF by 85.4% in the 3rd quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock worth $30,000 after acquiring an additional 117 shares during the period. Bank & Trust Co acquired a new position in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $30,000. New Millennium Group LLC raised its holdings in iShares Core S&P Small-Cap ETF by 105.3% in the 3rd quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock valued at $37,000 after acquiring an additional 158 shares during the last quarter. Finally, WPG Advisers LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 306.6% during the 3rd quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock worth $51,000 after purchasing an additional 325 shares during the period. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 1.1%

IJR stock opened at $123.67 on Friday. The stock has a market capitalization of $90.94 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $133.52. The stock’s fifty day simple moving average is $127.76 and its 200-day simple moving average is $122.76.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.