Lee Johnson Capital Management LLC Has $6 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Lee Johnson Capital Management LLC grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 29.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,067 shares of the exchange traded fund’s stock after purchasing an additional 11,695 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 3.2% of Lee Johnson Capital Management LLC’s investment portfolio, making the stock its 6th largest holding. Lee Johnson Capital Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,999,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. SFG Wealth Management LLC. lifted its holdings in iShares Core S&P Small-Cap ETF by 7.7% during the 4th quarter. SFG Wealth Management LLC. now owns 2,293 shares of the exchange traded fund’s stock worth $264,000 after purchasing an additional 163 shares during the last quarter. True Link Financial Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 10.2% during the fourth quarter. True Link Financial Advisors LLC now owns 4,285 shares of the exchange traded fund’s stock worth $494,000 after buying an additional 398 shares in the last quarter. Wealth Management Partners LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.7% in the fourth quarter. Wealth Management Partners LLC now owns 27,691 shares of the exchange traded fund’s stock valued at $3,191,000 after acquiring an additional 739 shares during the period. LPF Advisors LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 6.1% in the fourth quarter. LPF Advisors LLC now owns 18,675 shares of the exchange traded fund’s stock valued at $2,151,000 after acquiring an additional 1,078 shares in the last quarter. Finally, M.E. Allison & CO. Inc. bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $782,000.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $117.99 on Monday. The company has a market cap of $85.60 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The stock has a fifty day moving average price of $120.24 and a 200-day moving average price of $116.32. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.85 and a fifty-two week high of $128.61.

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.