KWB Wealth Purchases 4,505 Shares of iShares Core S&P Small-Cap ETF $IJR

KWB Wealth lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 51.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,267 shares of the exchange traded fund’s stock after buying an additional 4,505 shares during the period. KWB Wealth’s holdings in iShares Core S&P Small-Cap ETF were worth $1,594,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the company. Salem Investment Counselors Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 2.0% in the fourth quarter. Salem Investment Counselors Inc. now owns 4,902 shares of the exchange traded fund’s stock valued at $589,000 after acquiring an additional 95 shares during the period. Silverlake Wealth Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 38.0% during the 4th quarter. Silverlake Wealth Management LLC now owns 39,912 shares of the exchange traded fund’s stock valued at $4,797,000 after purchasing an additional 10,997 shares during the period. Capital Asset Advisory Services LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 7.7% during the 4th quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock valued at $51,281,000 after purchasing an additional 29,257 shares during the last quarter. Twele Capital Management Inc. increased its position in shares of iShares Core S&P Small-Cap ETF by 1.4% during the 4th quarter. Twele Capital Management Inc. now owns 174,979 shares of the exchange traded fund’s stock valued at $21,029,000 after purchasing an additional 2,340 shares during the last quarter. Finally, Central Bank & Trust Co. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 33.1% in the 4th quarter. Central Bank & Trust Co. now owns 30,703 shares of the exchange traded fund’s stock worth $3,690,000 after purchasing an additional 7,633 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 2.1%

IJR opened at $122.89 on Tuesday. The company’s 50 day moving average is $127.97 and its 200 day moving average is $122.71. The company has a market cap of $90.37 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $133.52.

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.