Factor Wealth Management LTD Boosts Stake in iShares Core S&P Small-Cap ETF $IJR

Factor Wealth Management LTD boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 63.0% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 204,066 shares of the exchange traded fund’s stock after purchasing an additional 78,846 shares during the period. iShares Core S&P Small-Cap ETF comprises 4.6% of Factor Wealth Management LTD’s portfolio, making the stock its 3rd biggest holding. Factor Wealth Management LTD’s holdings in iShares Core S&P Small-Cap ETF were worth $30,265,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. increased its position in shares of iShares Core S&P Small-Cap ETF by 0.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock valued at $5,115,172,000 after purchasing an additional 235,129 shares during the last quarter. Bank of America Corp DE boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% in the first quarter. Bank of America Corp DE now owns 33,815,305 shares of the exchange traded fund’s stock worth $4,203,581,000 after buying an additional 209,882 shares during the last quarter. Morgan Stanley grew its position in iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock valued at $2,170,943,000 after buying an additional 86,538 shares during the period. LPL Financial LLC grew its position in iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock valued at $2,106,229,000 after buying an additional 992,984 shares during the period. Finally, Raymond James Financial Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 2.7% during the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock valued at $1,693,999,000 after buying an additional 366,136 shares during the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.8%

Shares of IJR stock opened at $147.82 on Friday. iShares Core S&P Small-Cap ETF has a 12 month low of $110.05 and a 12 month high of $150.69. The stock has a market cap of $111.43 billion, a P/E ratio of 16.52 and a beta of 1.01. The company has a 50 day simple moving average of $144.32 and a two-hundred day simple moving average of $135.31.

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.