KWB Wealth Acquires 4,505 Shares of iShares Core S&P Small-Cap ETF $IJR

KWB Wealth boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 51.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,267 shares of the exchange traded fund’s stock after acquiring an additional 4,505 shares during the quarter. KWB Wealth’s holdings in iShares Core S&P Small-Cap ETF were worth $1,594,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Your Advocates Ltd. LLP raised its stake in shares of iShares Core S&P Small-Cap ETF by 197.6% in the third quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock worth $29,000 after purchasing an additional 162 shares during the last quarter. Hantz Financial Services Inc. boosted its position in shares of iShares Core S&P Small-Cap ETF by 85.4% during the third quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock valued at $30,000 after buying an additional 117 shares during the last quarter. New Millennium Group LLC increased its holdings in iShares Core S&P Small-Cap ETF by 105.3% in the 3rd quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock worth $37,000 after buying an additional 158 shares in the last quarter. WPG Advisers LLC increased its holdings in iShares Core S&P Small-Cap ETF by 306.6% in the 3rd quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock worth $51,000 after buying an additional 325 shares in the last quarter. Finally, Curio Wealth LLC raised its position in iShares Core S&P Small-Cap ETF by 63.3% in the 3rd quarter. Curio Wealth LLC now owns 441 shares of the exchange traded fund’s stock worth $52,000 after buying an additional 171 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 Up 2.1%

Shares of NYSEARCA IJR opened at $122.89 on Tuesday. The firm’s 50-day moving average price is $127.97 and its 200-day moving average price is $122.71. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $133.52. The company has a market cap of $90.37 billion, a PE ratio of 16.52 and a beta of 1.08.

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.