NewEdge Wealth LLC Boosts Stake in iShares Core S&P Small-Cap ETF $IJR

NewEdge Wealth LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 131,858 shares of the exchange traded fund’s stock after purchasing an additional 6,520 shares during the quarter. NewEdge Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $16,391,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of IJR. Acumen Wealth Advisors LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2,132.2% during the first quarter. Acumen Wealth Advisors LLC now owns 85,138 shares of the exchange traded fund’s stock valued at $10,584,000 after purchasing an additional 81,324 shares during the last quarter. Fortis Capital Management LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 75.9% in the first quarter. Fortis Capital Management LLC now owns 3,134 shares of the exchange traded fund’s stock worth $390,000 after purchasing an additional 1,352 shares during the last quarter. Bellwether Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 4.4% in the first quarter. Bellwether Advisors LLC now owns 46,968 shares of the exchange traded fund’s stock worth $5,839,000 after purchasing an additional 1,974 shares during the last quarter. HORAN Wealth LLC grew its position in iShares Core S&P Small-Cap ETF by 100.0% in the 1st quarter. HORAN Wealth LLC now owns 279,520 shares of the exchange traded fund’s stock worth $33,636,000 after purchasing an additional 139,760 shares during the period. Finally, Burling Wealth Partners LLC grew its position in iShares Core S&P Small-Cap ETF by 0.3% in the 1st quarter. Burling Wealth Partners LLC now owns 129,831 shares of the exchange traded fund’s stock worth $16,139,000 after purchasing an additional 420 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.5%

Shares of IJR opened at $145.78 on Thursday. The firm has a market cap of $109.66 billion, a PE ratio of 16.52 and a beta of 1.01. The firm has a fifty day simple moving average of $142.15 and a two-hundred day simple moving average of $133.69. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $149.35.

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. 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.