iShares Core S&P Small-Cap ETF $IJR Shares Acquired by Rothschild Wealth LLC

Rothschild Wealth LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 29.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,739 shares of the exchange traded fund’s stock after buying an additional 6,853 shares during the period. Rothschild Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,574,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Pasadena Private Wealth LLC increased its position in iShares Core S&P Small-Cap ETF by 0.7% during the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock worth $1,267,000 after purchasing an additional 76 shares during the last quarter. Flavin Financial Services Inc. increased its position in iShares Core S&P Small-Cap ETF by 0.4% during the fourth quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after purchasing an additional 78 shares during the last quarter. First Trust Advisors LP increased its position in iShares Core S&P Small-Cap ETF by 1.7% during the fourth quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after purchasing an additional 78 shares during the last quarter. Westmount Partners LLC increased its position in iShares Core S&P Small-Cap ETF by 0.3% during the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after purchasing an additional 79 shares during the last quarter. Finally, Kapstone Financial Advisors LLC increased its position in iShares Core S&P Small-Cap ETF by 4.3% during the fourth quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock worth $229,000 after purchasing an additional 79 shares during the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $142.62 on Wednesday. iShares Core S&P Small-Cap ETF has a one year low of $105.15 and a one year high of $145.06. The company has a 50 day moving average price of $136.37 and a 200 day moving average price of $129.43. The firm has a market capitalization of $106.49 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02.

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.