Bartlett & CO. Wealth Management LLC Increases Holdings in iShares Core S&P Small-Cap ETF $IJR

Bartlett & CO. Wealth Management LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 495,044 shares of the exchange traded fund’s stock after purchasing an additional 19,526 shares during the period. Bartlett & CO. Wealth Management LLC owned about 0.07% of iShares Core S&P Small-Cap ETF worth $59,494,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Westmount Partners LLC increased its holdings in iShares Core S&P Small-Cap ETF by 0.3% during the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock valued at $3,131,000 after purchasing an additional 79 shares during the period. Lazari Capital Management Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 1.4% during the 4th quarter. Lazari Capital Management Inc. now owns 5,901 shares of the exchange traded fund’s stock valued at $709,000 after purchasing an additional 80 shares during the period. Centurion Wealth Management LLC increased its holdings in iShares Core S&P Small-Cap ETF by 1.1% during the 4th quarter. Centurion Wealth Management LLC now owns 7,535 shares of the exchange traded fund’s stock valued at $906,000 after purchasing an additional 81 shares during the period. Intergy Private Wealth LLC increased its holdings in iShares Core S&P Small-Cap ETF by 0.6% during the 4th quarter. Intergy Private Wealth LLC now owns 14,545 shares of the exchange traded fund’s stock valued at $1,748,000 after purchasing an additional 81 shares during the period. Finally, Obermeyer Wealth Partners boosted its position in iShares Core S&P Small-Cap ETF by 0.5% during the 3rd quarter. Obermeyer Wealth Partners now owns 17,999 shares of the exchange traded fund’s stock valued at $2,139,000 after acquiring an additional 83 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 Stock Performance

iShares Core S&P Small-Cap ETF stock opened at $130.19 on Friday. The stock’s 50 day simple moving average is $127.28 and its two-hundred day simple moving average is $123.31. The stock has a market cap of $96.64 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a fifty-two week low of $92.30 and a fifty-two week high of $133.52.

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.