Avantax Advisory Services Inc. Grows Position in iShares Core S&P Small-Cap ETF $IJR

Avantax Advisory Services Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 974,377 shares of the exchange traded fund’s stock after acquiring an additional 49,982 shares during the period. iShares Core S&P Small-Cap ETF comprises about 0.6% of Avantax Advisory Services Inc.’s portfolio, making the stock its 23rd largest position. Avantax Advisory Services Inc. owned approximately 0.13% of iShares Core S&P Small-Cap ETF worth $106,490,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the business. Investment Partners Asset Management Inc. boosted its position in iShares Core S&P Small-Cap ETF by 2.7% during the 2nd quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock valued at $380,000 after acquiring an additional 93 shares in the last quarter. PCG Asset Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 1.1% in the 2nd quarter. PCG Asset Management LLC now owns 8,975 shares of the exchange traded fund’s stock worth $981,000 after buying an additional 95 shares during the last quarter. Blue Barn Wealth LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 1.6% during the 1st quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock worth $640,000 after acquiring an additional 97 shares in the last quarter. Facet Wealth Inc. lifted its position in iShares Core S&P Small-Cap ETF by 3.6% during the second quarter. Facet Wealth Inc. now owns 2,774 shares of the exchange traded fund’s stock valued at $306,000 after acquiring an additional 97 shares during the last quarter. Finally, Resurgent Financial Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF by 0.8% in the first quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock valued at $1,310,000 after acquiring an additional 98 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 0.1%

Shares of IJR stock opened at $116.85 on Friday. The business’s fifty day simple moving average is $118.62 and its 200-day simple moving average is $113.10. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61. The company has a market cap of $84.36 billion, a PE ratio of 16.52 and a beta of 1.08.

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.