Legacy Wealth Management Inc Has $47.23 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Legacy Wealth Management Inc boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 5.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 436,262 shares of the exchange traded fund’s stock after buying an additional 23,569 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 3.7% of Legacy Wealth Management Inc’s portfolio, making the stock its 9th biggest position. Legacy Wealth Management Inc owned approximately 0.06% of iShares Core S&P Small-Cap ETF worth $47,225,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Magnolia Capital Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Magnolia Capital Advisors LLC now owns 19,815 shares of the exchange traded fund’s stock valued at $1,875,000 after buying an additional 96 shares during the last quarter. North Star Investment Management Corp. grew its stake in iShares Core S&P Small-Cap ETF by 2.1% in the fourth quarter. North Star Investment Management Corp. now owns 4,745 shares of the exchange traded fund’s stock worth $514,000 after purchasing an additional 97 shares in the last quarter. Wagner Wealth Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 5.0% in the fourth quarter. Wagner Wealth Management LLC now owns 2,090 shares of the exchange traded fund’s stock worth $226,000 after purchasing an additional 99 shares in the last quarter. Parkside Financial Bank & Trust grew its stake in iShares Core S&P Small-Cap ETF by 2.5% in the second quarter. Parkside Financial Bank & Trust now owns 4,211 shares of the exchange traded fund’s stock worth $420,000 after purchasing an additional 102 shares in the last quarter. Finally, Port Capital LLC grew its stake in iShares Core S&P Small-Cap ETF by 2.7% in the second quarter. Port Capital LLC now owns 3,906 shares of the exchange traded fund’s stock worth $389,000 after purchasing an additional 103 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Up 0.6 %

Shares of iShares Core S&P Small-Cap ETF stock traded up $0.63 during trading on Wednesday, reaching $108.11. The company’s stock had a trading volume of 854,607 shares, compared to its average volume of 4,491,923. The company has a market cap of $75.51 billion, a price-to-earnings ratio of 12.11 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $111.16. The company has a 50-day simple moving average of $106.78 and a two-hundred day simple moving average of $101.05.

iShares Core S&P Small-Cap ETF Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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