Factor Wealth Management LTD Has $30.27 Million Position in iShares Core S&P Small-Cap ETF $IJR

Factor Wealth Management LTD boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 63.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 204,066 shares of the exchange traded fund’s stock after acquiring an additional 78,846 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 4.6% of Factor Wealth Management LTD’s holdings, making the stock its 3rd largest position. Factor Wealth Management LTD’s holdings in iShares Core S&P Small-Cap ETF were worth $30,265,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Resources Management Corp CT ADV lifted its stake in iShares Core S&P Small-Cap ETF by 144.7% during the 1st quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock valued at $26,000 after acquiring an additional 123 shares during the period. BankChampaign National Association bought a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter worth approximately $26,000. Networth Advisors LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth approximately $40,000. Richardson Financial Services Inc. purchased a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $42,000. Finally, Evolution Wealth Management Inc. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 546.3% during the fourth quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock valued at $42,000 after purchasing an additional 295 shares during the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 0.8%

Shares of iShares Core S&P Small-Cap ETF stock opened at $147.82 on Friday. The company has a market cap of $111.43 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. The company’s 50 day moving average is $144.32 and its 200 day moving average is $135.31. iShares Core S&P Small-Cap ETF has a twelve month low of $110.05 and a twelve month high of $150.69.

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.