M3 Wealth Management LLC Has $3.79 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

M3 Wealth Management LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 14.0% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 30,485 shares of the exchange traded fund’s stock after purchasing an additional 3,750 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 2.9% of M3 Wealth Management LLC’s holdings, making the stock its 12th largest position. M3 Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,790,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of IJR. Livet Wealth LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 1.2% in the first quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock valued at $778,000 after buying an additional 75 shares during the last quarter. Pasadena Private Wealth LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.7% during the 4th quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock worth $1,267,000 after acquiring an additional 76 shares during the last quarter. Flavin Financial Services Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.4% during the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after acquiring an additional 78 shares during the last quarter. First Trust Advisors LP increased its holdings in shares of iShares Core S&P Small-Cap ETF by 1.7% during the 4th quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after acquiring an additional 78 shares during the last quarter. Finally, Westmount Partners LLC raised its stake in iShares Core S&P Small-Cap ETF by 0.3% in the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock valued at $3,131,000 after acquiring an additional 79 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $145.38 on Wednesday. The business has a fifty day simple moving average of $141.08 and a two-hundred day simple moving average of $132.67. iShares Core S&P Small-Cap ETF has a 1 year low of $107.08 and a 1 year high of $149.35. The company has a market capitalization of $109.26 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01.

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.