Evanson Financial LLC Invests $3.12 Million in iShares Core S&P Small-Cap ETF $IJR

Evanson Financial LLC acquired a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 21,056 shares of the exchange traded fund’s stock, valued at approximately $3,123,000.

Several other large investors have also recently added to or reduced their stakes in the business. Resources Management Corp CT ADV increased its holdings in shares of iShares Core S&P Small-Cap ETF by 144.7% during the first quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 123 shares during the period. BankChampaign National Association acquired a new stake in iShares Core S&P Small-Cap ETF in the first quarter worth about $26,000. Networth Advisors LLC acquired a new position in iShares Core S&P Small-Cap ETF during the 4th quarter valued at about $40,000. Richardson Financial Services Inc. acquired a new position in iShares Core S&P Small-Cap ETF during the 4th quarter valued at about $42,000. Finally, Evolution Wealth Management Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 546.3% during the 4th quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock worth $42,000 after buying an additional 295 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Trading Down 0.8%

Shares of NYSEARCA:IJR opened at $147.82 on Friday. The company has a 50 day moving average of $144.32 and a 200-day moving average of $135.31. The firm has a market cap of $111.43 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a twelve month low of $110.05 and a twelve month high of $150.69.

iShares Core S&P Small-Cap ETF Company 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.