Belpointe Asset Management LLC Increases Stock Position in iShares Core S&P Small-Cap ETF $IJR

Belpointe Asset Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 119,750 shares of the exchange traded fund’s stock after buying an additional 9,762 shares during the quarter. Belpointe Asset Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $14,392,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Crewe Advisors LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 4.2% during the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after buying an additional 5,956 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in shares of iShares Core S&P Small-Cap ETF by 10.0% during the 3rd 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 buying an additional 10,185 shares in the last quarter. Alaska Permanent Capital Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 11.4% during the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock valued at $64,780,000 after buying an additional 55,761 shares in the last quarter. Latko Wealth Management Ltd. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 8.5% during the 3rd 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 in the last quarter. Finally, Fortitude Family Office LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 10.1% during the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after buying an additional 4,209 shares in the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

iShares Core S&P Small-Cap ETF stock opened at $135.39 on Monday. The firm’s 50 day simple moving average is $127.64 and its 200 day simple moving average is $123.88. The firm has a market capitalization of $100.65 billion, a PE ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 1-year low of $93.37 and a 1-year high of $136.53.

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.