iShares Core S&P Small-Cap ETF $IJR Holdings Boosted by Outlook Wealth Advisors LLC

Outlook Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1,187.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 73,975 shares of the exchange traded fund’s stock after buying an additional 68,231 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 2.2% of Outlook Wealth Advisors LLC’s investment portfolio, making the stock its 9th largest holding. Outlook Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $9,193,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in IJR. Brighton Jones LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 24.3% during the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after acquiring an additional 5,853 shares during the period. Heck Capital Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF in the 4th quarter worth $55,011,000. AQR Capital Management LLC lifted its position in iShares Core S&P Small-Cap ETF by 80.7% during the first quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after purchasing an additional 8,025 shares in the last quarter. Millennium Management LLC bought a new stake in iShares Core S&P Small-Cap ETF during the first quarter valued at about $5,503,000. Finally, United Bank grew its holdings in iShares Core S&P Small-Cap ETF by 4.8% during the second quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock valued at $3,593,000 after purchasing an additional 1,495 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 0.0%

Shares of IJR opened at $143.26 on Tuesday. The business has a 50-day simple moving average of $137.51 and a two-hundred day simple moving average of $130.05. The stock has a market cap of $106.97 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 52 week low of $105.15 and a 52 week high of $145.06.

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.