Graves Light Lenhart Wealth Inc. boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 292,917 shares of the exchange traded fund’s stock after acquiring an additional 9,020 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 3.7% of Graves Light Lenhart Wealth Inc.’s investment portfolio, making the stock its 5th largest position. Graves Light Lenhart Wealth Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $35,203,000 as of its most recent SEC filing.
Other hedge funds have also recently added to or reduced their stakes in the company. Laurel Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 11,144.8% in the second quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock valued at $1,500,400,000 after purchasing an additional 13,606,522 shares in the last quarter. Jones Financial Companies Lllp increased its stake in shares of iShares Core S&P Small-Cap ETF by 549.5% during the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock worth $1,763,740,000 after purchasing an additional 12,593,909 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its position in shares of iShares Core S&P Small-Cap ETF by 5.8% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock worth $4,513,996,000 after purchasing an additional 2,252,323 shares during the last quarter. JPMorgan Chase & Co. raised its position in shares of iShares Core S&P Small-Cap ETF by 60.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock worth $610,556,000 after purchasing an additional 1,928,405 shares during the last quarter. Finally, Cerity Partners LLC lifted its stake in iShares Core S&P Small-Cap ETF by 50.8% in the 2nd quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock valued at $410,377,000 after buying an additional 1,265,540 shares in 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 Performance
Shares of NYSEARCA:IJR opened at $120.41 on Monday. The business’s fifty day moving average price is $128.04 and its two-hundred day moving average price is $122.68. The stock has a market cap of $88.54 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $133.52.
iShares Core S&P Small-Cap ETF 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.
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