iShares Core S&P Small-Cap ETF $IJR Shares Acquired by Acumen Wealth Advisors LLC

Acumen Wealth Advisors LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2,132.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 85,138 shares of the exchange traded fund’s stock after buying an additional 81,324 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 2.8% of Acumen Wealth Advisors LLC’s investment portfolio, making the stock its 7th biggest position. Acumen Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,584,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock worth $5,115,172,000 after purchasing an additional 235,129 shares during the period. Bank of America Corp DE lifted its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock valued at $4,038,700,000 after purchasing an additional 1,901,134 shares in the last quarter. Morgan Stanley grew its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% during the 4th quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock worth $2,170,943,000 after purchasing an additional 86,538 shares during the period. LPL Financial LLC increased its position in iShares Core S&P Small-Cap ETF by 6.0% during the 4th quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock worth $2,106,229,000 after purchasing an additional 992,984 shares in the last quarter. Finally, Raymond James Financial Inc. increased its position in iShares Core S&P Small-Cap ETF by 2.7% during the 4th quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock worth $1,693,999,000 after purchasing an additional 366,136 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $146.57 on Wednesday. iShares Core S&P Small-Cap ETF has a one year low of $107.08 and a one year high of $149.35. The company’s 50 day moving average price is $141.94 and its 200 day moving average price is $133.51. The firm has a market capitalization of $110.21 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01.

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.