Lee Financial Co raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,737 shares of the exchange traded fund’s stock after buying an additional 3,950 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 0.9% of Lee Financial Co’s holdings, making the stock its 17th biggest holding. Lee Financial Co’s holdings in iShares Core S&P Small-Cap ETF were worth $7,038,000 at the end of the most recent reporting period.
Several other large investors have also recently added to or reduced their stakes in the company. Shelter Ins Retirement Plan bought a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at about $81,616,106,000. Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares Core S&P Small-Cap ETF by 2.6% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 44,570,998 shares of the exchange traded fund’s stock valued at $6,610,325,000 after acquiring an additional 1,132,592 shares in the last quarter. Bank of America Corp DE increased its position in iShares Core S&P Small-Cap ETF by 0.6% during the first quarter. Bank of America Corp DE now owns 33,815,305 shares of the exchange traded fund’s stock worth $4,203,581,000 after acquiring an additional 209,882 shares during the period. Baird Financial Group Inc. increased its position in iShares Core S&P Small-Cap ETF by 2.2% during the second quarter. Baird Financial Group Inc. now owns 6,603,976 shares of the exchange traded fund’s stock worth $979,436,000 after acquiring an additional 139,898 shares during the period. Finally, Royal Bank of Canada increased its position in iShares Core S&P Small-Cap ETF by 1.5% during the first quarter. Royal Bank of Canada now owns 7,399,368 shares of the exchange traded fund’s stock worth $919,815,000 after acquiring an additional 112,788 shares during the period. Institutional investors own 66.92% of the company’s stock.
iShares Core S&P Small-Cap ETF Stock Down 0.9%
Shares of iShares Core S&P Small-Cap ETF stock opened at $135.91 on Friday. iShares Core S&P Small-Cap ETF has a twelve month low of $112.00 and a twelve month high of $150.69. The company has a 50-day simple moving average of $142.13 and a two-hundred day simple moving average of $140.48. The stock has a market capitalization of $101.96 billion, a price-to-earnings ratio of 16.52 and a beta of 1.03.
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.
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