Steele Capital Management Inc. Buys 13,654 Shares of iShares Core S&P Small-Cap ETF $IJR

Steele Capital Management Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 630,262 shares of the exchange traded fund’s stock after acquiring an additional 13,654 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 3.3% of Steele Capital Management Inc.’s holdings, making the stock its 11th biggest holding. Steele Capital Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $75,745,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Crewe Advisors LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 4.2% in the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after purchasing an additional 5,956 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in shares of iShares Core S&P Small-Cap ETF by 10.0% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock valued at $13,302,000 after purchasing an additional 10,185 shares in the last quarter. Alaska Permanent Capital Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 11.4% during the third quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after purchasing an additional 55,761 shares during the period. Latko Wealth Management Ltd. increased its holdings in iShares Core S&P Small-Cap ETF by 8.5% in the third quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock worth $6,979,000 after purchasing an additional 4,608 shares in the last quarter. Finally, Fortitude Family Office LLC increased its holdings in iShares Core S&P Small-Cap ETF by 10.1% in the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after purchasing an additional 4,209 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $135.39 on Monday. The firm has a market cap of $100.65 billion, a PE ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 52-week low of $93.37 and a 52-week high of $136.53. The business’s 50 day moving average price is $127.64 and its two-hundred day moving average price is $123.88.

iShares Core S&P Small-Cap ETF Company 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.