Bartlett & CO. Wealth Management LLC Has $82.14 Million Position in iShares Core S&P Small-Cap ETF $IJR

Bartlett & CO. Wealth Management LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 21.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 603,244 shares of the exchange traded fund’s stock after purchasing an additional 108,200 shares during the period. iShares Core S&P Small-Cap ETF makes up about 1.1% of Bartlett & CO. Wealth Management LLC’s holdings, making the stock its 28th biggest position. Bartlett & CO. Wealth Management LLC owned 0.08% of iShares Core S&P Small-Cap ETF worth $82,144,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the business. Crewe Advisors LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 4.2% during the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after buying an additional 5,956 shares during the last quarter. Resonant Capital Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 2.2% during the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock worth $33,024,000 after acquiring an additional 5,942 shares in the last quarter. Fortitude Family Office LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 10.1% in the 4th 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 last quarter. Capital Asset Advisory Services LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 7.7% in the 4th quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock worth $51,281,000 after acquiring an additional 29,257 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC lifted its position in iShares Core S&P Small-Cap ETF by 24.3% in the 4th quarter. Dynamic Advisor Solutions LLC now owns 27,298 shares of the exchange traded fund’s stock valued at $3,281,000 after acquiring an additional 5,328 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $146.02 on Friday. The company has a market capitalization of $109.83 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 52-week low of $107.08 and a 52-week high of $149.35. The business has a 50-day simple moving average of $141.57 and a two-hundred day simple moving average of $133.09.

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.