Leo Wealth LLC Makes New $5.72 Million Investment in iShares Core S&P Small-Cap ETF $IJR

Leo Wealth LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the third quarter, Holdings Channel reports. The institutional investor acquired 42,087 shares of the exchange traded fund’s stock, valued at approximately $5,725,000. iShares Core S&P Small-Cap ETF comprises 1.2% of Leo Wealth LLC’s portfolio, making the stock its 18th largest position.

Several other hedge funds have also modified their holdings of IJR. Resources Management Corp CT ADV raised its holdings in iShares Core S&P Small-Cap ETF by 144.7% in the first quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock valued at $26,000 after acquiring an additional 123 shares in the last quarter. BankChampaign National Association purchased a new position in iShares Core S&P Small-Cap ETF in the first quarter worth approximately $26,000. Kings Path Partners LLC purchased a new position in iShares Core S&P Small-Cap ETF in the third quarter worth approximately $29,000. Investors Research Corp purchased a new position in iShares Core S&P Small-Cap ETF in the second quarter worth approximately $33,000. Finally, Evelyn Partners Asset Management Ltd purchased a new position in iShares Core S&P Small-Cap ETF in the first quarter worth approximately $44,000. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Up 0.5%

NYSEARCA IJR opened at $138.93 on Tuesday. iShares Core S&P Small-Cap ETF has a 52 week low of $112.00 and a 52 week high of $150.69. The stock has a market capitalization of $104.02 billion, a PE ratio of 16.52 and a beta of 1.03. The firm has a 50 day moving average of $141.09 and a two-hundred day moving average of $136.69.

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.