Nolet Wealth Management LLC Boosts Holdings in iShares Core S&P Small-Cap ETF $IJR

Nolet Wealth Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 43.9% during the first quarter, HoldingsChannel reports. The firm owned 11,956 shares of the exchange traded fund’s stock after purchasing an additional 3,650 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 0.8% of Nolet Wealth Management LLC’s holdings, making the stock its 20th largest holding. Nolet Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,486,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in IJR. Harmony Asset Management LLC grew its holdings in iShares Core S&P Small-Cap ETF by 121.8% during the 1st quarter. Harmony Asset Management LLC now owns 31,836 shares of the exchange traded fund’s stock valued at $3,958,000 after purchasing an additional 17,483 shares in the last quarter. Ethos Financial Group LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 19.9% in the 1st quarter. Ethos Financial Group LLC now owns 17,488 shares of the exchange traded fund’s stock worth $2,135,000 after buying an additional 2,902 shares in the last quarter. M3 Wealth Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 14.0% in the 1st quarter. M3 Wealth Management LLC now owns 30,485 shares of the exchange traded fund’s stock worth $3,790,000 after buying an additional 3,750 shares in the last quarter. Sanctuary Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF by 2.4% in the 1st quarter. Sanctuary Advisors LLC now owns 353,652 shares of the exchange traded fund’s stock valued at $43,962,000 after buying an additional 8,344 shares during the last quarter. Finally, MTC Wealth Management LLC boosted its position in iShares Core S&P Small-Cap ETF by 3.5% in the 1st quarter. MTC Wealth Management LLC now owns 67,412 shares of the exchange traded fund’s stock valued at $8,380,000 after buying an additional 2,305 shares during the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $146.16 on Thursday. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $149.35. The company has a market capitalization of $109.85 billion, a PE ratio of 16.52 and a beta of 1.01. The business has a 50-day moving average of $141.23 and a 200-day moving average of $132.83.

iShares Core S&P Small-Cap ETF Company 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.