KMG Fiduciary Partners LLC Grows Holdings in iShares Core S&P Small-Cap ETF $IJR

KMG Fiduciary Partners LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 79,046 shares of the exchange traded fund’s stock after buying an additional 8,810 shares during the quarter. KMG Fiduciary Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $9,500,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. boosted its stake in iShares Core S&P Small-Cap ETF by 2.5% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after acquiring an additional 1,024,536 shares during the last quarter. Jones Financial Companies Lllp increased its position in shares of iShares Core S&P Small-Cap ETF by 549.5% in the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock worth $1,763,740,000 after purchasing an additional 12,593,909 shares during the last quarter. Ameriprise Financial Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 2.1% in the 2nd quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock valued at $601,837,000 after purchasing an additional 112,747 shares in the last quarter. JPMorgan Chase & Co. raised its stake in shares of iShares Core S&P Small-Cap ETF by 60.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after purchasing an additional 1,928,405 shares in the last quarter. Finally, Truist Financial Corp lifted its position in shares of iShares Core S&P Small-Cap ETF by 30.0% during the third quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock worth $484,181,000 after purchasing an additional 941,459 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $121.75 on Friday. The company has a market capitalization of $89.53 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $133.52. The stock has a 50-day simple moving average of $127.62 and a 200 day simple moving average of $122.78.

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.