Cahaba Wealth Management Inc. Boosts Stock Position in iShares Core S&P Small-Cap ETF $IJR

Cahaba Wealth Management Inc. increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 461,019 shares of the exchange traded fund’s stock after buying an additional 21,410 shares during the period. iShares Core S&P Small-Cap ETF comprises approximately 3.9% of Cahaba Wealth Management Inc.’s holdings, making the stock its 6th largest holding. Cahaba Wealth Management Inc. owned about 0.06% of iShares Core S&P Small-Cap ETF worth $55,405,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in iShares Core S&P Small-Cap ETF by 10.0% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock valued at $13,302,000 after purchasing an additional 10,185 shares during the last quarter. Alaska Permanent Capital Management LLC raised its holdings in iShares Core S&P Small-Cap ETF by 11.4% in the third quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after purchasing an additional 55,761 shares in the last quarter. Latko Wealth Management Ltd. lifted its position in shares of iShares Core S&P Small-Cap ETF by 8.5% during the third quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock valued at $6,979,000 after buying an additional 4,608 shares during the last quarter. First Horizon Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the third quarter valued at about $10,009,000. Finally, Cambridge Capital Management LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 4.1% in the 3rd quarter. Cambridge Capital Management LLC now owns 172,892 shares of the exchange traded fund’s stock valued at $20,545,000 after buying an additional 6,754 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 1.9%

Shares of iShares Core S&P Small-Cap ETF stock opened at $120.41 on Friday. The firm’s 50 day moving average price is $128.04 and its 200-day moving average price is $122.64. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $133.52. The company has a market cap of $88.54 billion, a P/E ratio of 16.52 and a beta of 1.08.

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.