Fiduciary Alliance LLC Grows Position in iShares Core S&P Small-Cap ETF $IJR

Fiduciary Alliance LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 14.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 162,647 shares of the exchange traded fund’s stock after buying an additional 20,825 shares during the period. iShares Core S&P Small-Cap ETF makes up 1.3% of Fiduciary Alliance LLC’s portfolio, making the stock its 12th biggest position. Fiduciary Alliance LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $19,547,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Jones Financial Companies Lllp lifted its holdings in iShares Core S&P Small-Cap ETF by 549.5% in the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after acquiring an additional 12,593,909 shares during the period. JPMorgan Chase & Co. lifted its holdings in iShares Core S&P Small-Cap ETF by 60.1% in the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after acquiring an additional 1,928,405 shares during the period. Northwestern Mutual Wealth Management Co. lifted its holdings in iShares Core S&P Small-Cap ETF by 2.5% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after acquiring an additional 1,024,536 shares during the period. Truist Financial Corp lifted its holdings in iShares Core S&P Small-Cap ETF by 30.0% in the third quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock valued at $484,181,000 after acquiring an additional 941,459 shares during the period. Finally, Mercer Global Advisors Inc. ADV lifted its holdings in iShares Core S&P Small-Cap ETF by 168.4% in the third quarter. Mercer Global Advisors Inc. ADV now owns 1,082,965 shares of the exchange traded fund’s stock valued at $128,689,000 after acquiring an additional 679,403 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $130.75 on Friday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $91.87 and a fifty-two week high of $133.52. The business’s 50-day moving average is $127.21 and its two-hundred day moving average is $123.24. The company has a market cap of $96.83 billion, a price-to-earnings ratio of 16.52 and a beta of 1.05.

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. 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.