Wealth Architects LLC Has $53.29 Million Position in iShares Core S&P Small-Cap ETF $IJR

Wealth Architects LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 487,616 shares of the exchange traded fund’s stock after acquiring an additional 17,411 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 5.4% of Wealth Architects LLC’s portfolio, making the stock its 4th largest position. Wealth Architects LLC owned 0.07% of iShares Core S&P Small-Cap ETF worth $53,292,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Atlas Capital Advisors Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at $26,000. RMG Wealth Management LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at $27,000. N.E.W. Advisory Services LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 1st quarter worth about $28,000. Bulwark Capital Corp purchased a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter worth about $30,000. Finally, Marshall & Sullivan Inc. WA purchased a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter worth about $38,000. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $114.27 on Monday. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $128.61. The firm’s 50-day moving average is $116.96 and its two-hundred day moving average is $109.46. The stock has a market cap of $82.67 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15.

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.