Melone Private Wealth LLC Has $6.99 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

Melone Private Wealth LLC grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 23.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 58,801 shares of the exchange traded fund’s stock after purchasing an additional 10,992 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 3.2% of Melone Private Wealth LLC’s holdings, making the stock its 10th biggest holding. Melone Private Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,987,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Investment Partners Asset Management Inc. grew its holdings 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 worth $380,000 after acquiring an additional 93 shares during the last quarter. Evanson Asset Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% during the third quarter. Evanson Asset Management LLC now owns 20,280 shares of the exchange traded fund’s stock worth $2,410,000 after purchasing an additional 94 shares during the period. PCG Asset Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 1.1% in the second quarter. PCG Asset Management LLC now owns 8,975 shares of the exchange traded fund’s stock worth $981,000 after purchasing an additional 95 shares during the last quarter. Princeton Global Asset Management LLC increased its holdings in iShares Core S&P Small-Cap ETF by 0.8% in the third quarter. Princeton Global Asset Management LLC now owns 12,303 shares of the exchange traded fund’s stock valued at $1,462,000 after purchasing an additional 95 shares during the period. Finally, Facet Wealth Inc. raised its position in iShares Core S&P Small-Cap ETF by 3.6% during the 2nd quarter. Facet Wealth Inc. now owns 2,774 shares of the exchange traded fund’s stock worth $306,000 after purchasing an additional 97 shares during the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 0.0%

Shares of IJR opened at $123.13 on Monday. The stock’s 50-day moving average price is $119.91 and its two-hundred day moving average price is $116.36. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $125.84. The company has a market capitalization of $88.89 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. 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.