Sunbeam Capital Management LLC Makes New $1.35 Million Investment in iShares Core S&P Small-Cap ETF $IJR

Sunbeam Capital Management LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 11,232 shares of the exchange traded fund’s stock, valued at approximately $1,350,000. iShares Core S&P Small-Cap ETF comprises about 0.8% of Sunbeam Capital Management LLC’s portfolio, making the stock its 25th biggest position.

Other large investors also recently added to or reduced their stakes in the company. Crewe Advisors LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 4.2% during the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after buying 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 third 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 buying an additional 10,185 shares during the period. Resonant Capital Advisors LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.2% during the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after buying an additional 5,942 shares during the period. Fortitude Family Office LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 10.1% during the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after buying an additional 4,209 shares during the period. Finally, Caprock Group LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the third quarter valued at approximately $2,220,000. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR opened at $143.67 on Friday. The firm has a market capitalization of $107.27 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. The stock has a 50 day moving average price of $135.66 and a 200 day moving average price of $129.03. iShares Core S&P Small-Cap ETF has a 52-week low of $105.15 and a 52-week high of $144.68.

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.