iShares Core S&P Small-Cap ETF $IJR Shares Purchased by Nolet Wealth Management LLC

Nolet Wealth Management LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 43.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,956 shares of the exchange traded fund’s stock after buying an additional 3,650 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 0.8% of Nolet Wealth Management LLC’s portfolio, making the stock its 20th largest position. Nolet Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,486,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Bank of America Corp DE raised its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock valued at $4,038,700,000 after acquiring an additional 1,901,134 shares during the period. Northwestern Mutual Investment Management Company LLC boosted its position in iShares Core S&P Small-Cap ETF by 35.0% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after purchasing an additional 1,617,116 shares during the period. Valpey Financial Services LLC increased its holdings in iShares Core S&P Small-Cap ETF by 12,132.4% in the 4th quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after purchasing an additional 1,393,533 shares in the last quarter. Fifth Third Bancorp increased its holdings in iShares Core S&P Small-Cap ETF by 56.3% in the 1st quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock valued at $399,823,000 after purchasing an additional 1,159,049 shares in the last quarter. Finally, Nationwide Fund Advisors increased its holdings in iShares Core S&P Small-Cap ETF by 98.8% in the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after purchasing an additional 1,045,425 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $146.16 on Thursday. The business’s 50-day moving average is $141.23 and its two-hundred day moving average is $132.83. The firm has a market capitalization of $109.85 billion, a PE ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $149.35.

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.