Sound Income Strategies LLC Raises Stock Position in iShares Core S&P Small-Cap ETF $IJR

Sound Income Strategies LLC increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 147.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,486 shares of the exchange traded fund’s stock after purchasing an additional 5,656 shares during the quarter. Sound Income Strategies LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,220,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Crewe Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 4.2% in the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock worth $17,774,000 after acquiring an additional 5,956 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in iShares Core S&P Small-Cap ETF by 10.0% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock worth $13,302,000 after acquiring an additional 10,185 shares during the period. Alaska Permanent Capital Management LLC raised its position in iShares Core S&P Small-Cap ETF by 11.4% in the third quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after acquiring an additional 55,761 shares during the period. Latko Wealth Management Ltd. raised its position in iShares Core S&P Small-Cap ETF by 8.5% in the third quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock worth $6,979,000 after acquiring an additional 4,608 shares during the period. Finally, Fortitude Family Office LLC raised its position in iShares Core S&P Small-Cap ETF by 10.1% in the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after acquiring an additional 4,209 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.3%

IJR opened at $126.52 on Wednesday. The company has a market capitalization of $93.69 billion, a PE ratio of 16.52 and a beta of 1.05. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-year high of $133.52. The firm’s 50 day simple moving average is $127.10 and its two-hundred day simple moving average is $123.14.

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.