iShares Core S&P Small-Cap ETF $IJR Shares Acquired by Waverly Advisors LLC

Waverly Advisors LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 31.8% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 141,447 shares of the exchange traded fund’s stock after purchasing an additional 34,143 shares during the period. Waverly Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $20,978,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Resources Management Corp CT ADV grew its stake in iShares Core S&P Small-Cap ETF by 144.7% during the 1st quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock worth $26,000 after buying an additional 123 shares during the last quarter. BankChampaign National Association purchased a new stake in iShares Core S&P Small-Cap ETF in the first quarter valued at approximately $26,000. Investors Research Corp purchased a new stake in iShares Core S&P Small-Cap ETF in the second quarter valued at approximately $33,000. Evolution Wealth Management Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 546.3% in the fourth quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock valued at $42,000 after acquiring an additional 295 shares during the period. Finally, Murphy & Mullick Capital Management Corp boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 42.4% in the fourth quarter. Murphy & Mullick Capital Management Corp now owns 356 shares of the exchange traded fund’s stock valued at $43,000 after acquiring an additional 106 shares during the period. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Trading Down 0.7%

Shares of IJR opened at $144.25 on Wednesday. The firm has a market cap of $108.74 billion, a PE ratio of 16.52 and a beta of 1.01. The company’s 50 day simple moving average is $146.48 and its 200-day simple moving average is $138.13. iShares Core S&P Small-Cap ETF has a 12-month low of $112.00 and a 12-month high of $150.69.

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.