BostonPremier Wealth LLC Has $7.39 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

BostonPremier Wealth LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 15.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 61,455 shares of the exchange traded fund’s stock after selling 11,598 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 3.8% of BostonPremier Wealth LLC’s investment portfolio, making the stock its 7th largest holding. BostonPremier Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,386,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Obermeyer Wealth Partners increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% in the third quarter. Obermeyer Wealth Partners now owns 17,999 shares of the exchange traded fund’s stock worth $2,139,000 after acquiring an additional 83 shares in the last quarter. Spirepoint Private Client LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.8% during the 3rd quarter. Spirepoint Private Client LLC now owns 11,365 shares of the exchange traded fund’s stock valued at $1,351,000 after purchasing an additional 85 shares in the last quarter. Conquis Financial LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 0.3% in the 3rd quarter. Conquis Financial LLC now owns 34,994 shares of the exchange traded fund’s stock valued at $4,158,000 after purchasing an additional 91 shares during the period. RiverGlades Family Offices LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 0.5% in the 3rd quarter. RiverGlades Family Offices LLC now owns 19,524 shares of the exchange traded fund’s stock valued at $2,320,000 after purchasing an additional 91 shares during the period. Finally, Evanson Asset Management LLC increased its stake in iShares Core S&P Small-Cap ETF by 0.5% during the 3rd 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 in the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $123.67 on Friday. The company has a market capitalization of $90.94 billion, a P/E ratio of 16.52 and a beta of 1.08. The company’s 50 day moving average price is $127.76 and its two-hundred day moving average price is $122.76. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $133.52.

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.