NerdWallet Wealth Partners LLC Has $2.01 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

NerdWallet Wealth Partners LLC grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 53.6% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 16,140 shares of the exchange traded fund’s stock after acquiring an additional 5,630 shares during the period. iShares Core S&P Small-Cap ETF comprises 0.9% of NerdWallet Wealth Partners LLC’s holdings, making the stock its 16th biggest position. NerdWallet Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $2,006,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Nvwm LLC bought a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $25,000. Bank & Trust Co bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth $30,000. Networth Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth $40,000. DecisionPoint Financial LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 61.7% in the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock valued at $42,000 after purchasing an additional 132 shares during the last quarter. Finally, Richardson Financial Services Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at $42,000. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $146.16 on Thursday. The firm has a market capitalization of $109.85 billion, a PE ratio of 16.52 and a beta of 1.01. The company’s 50-day moving average is $141.23 and its 200-day moving average is $132.83. iShares Core S&P Small-Cap ETF has a fifty-two week low of $107.08 and a fifty-two week high of $149.35.

About iShares Core S&P Small-Cap ETF

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.