Connecticut Wealth Management LLC Grows Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Connecticut Wealth Management LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,010,875 shares of the exchange traded fund’s stock after acquiring an additional 51,104 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 5.5% of Connecticut Wealth Management LLC’s portfolio, making the stock its 6th biggest holding. Connecticut Wealth Management LLC owned approximately 0.14% of iShares Core S&P Small-Cap ETF worth $116,473,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of IJR. JPMorgan Chase & Co. increased its position in shares of iShares Core S&P Small-Cap ETF by 21.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock valued at $426,794,000 after purchasing an additional 655,679 shares during the last quarter. Tallon Kerry Patrick purchased a new position in iShares Core S&P Small-Cap ETF during the 4th quarter valued at $3,107,000. Capital & Planning LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 7.3% during the 4th quarter. Capital & Planning LLC now owns 28,506 shares of the exchange traded fund’s stock valued at $3,284,000 after acquiring an additional 1,941 shares during the period. Red Door Wealth Management LLC purchased a new position in iShares Core S&P Small-Cap ETF during the 4th quarter valued at $210,000. Finally, Diversify Wealth Management LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 21.2% during the 4th quarter. Diversify Wealth Management LLC now owns 3,550 shares of the exchange traded fund’s stock valued at $401,000 after acquiring an additional 621 shares during the period.

iShares Core S&P Small-Cap ETF Stock Down 2.8%

IJR opened at $104.64 on Thursday. The business has a fifty day moving average of $101.56 and a 200 day moving average of $112.15. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $128.61. The stock has a market cap of $76.78 billion, a P/E ratio of 16.31 and a beta of 1.08.

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.