Abound Wealth Management boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 444,527 shares of the exchange traded fund’s stock after buying an additional 36,332 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 12.5% of Abound Wealth Management’s investment portfolio, making the stock its largest holding. Abound Wealth Management owned 0.06% of iShares Core S&P Small-Cap ETF worth $53,423,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Obermeyer Wealth Partners raised its position in iShares Core S&P Small-Cap ETF by 0.5% during the third 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. Spirepoint Private Client LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 0.8% during the third quarter. Spirepoint Private Client LLC now owns 11,365 shares of the exchange traded fund’s stock worth $1,351,000 after buying an additional 85 shares in the last quarter. Conquis Financial LLC grew its position in iShares Core S&P Small-Cap ETF by 0.3% during the third quarter. Conquis Financial LLC now owns 34,994 shares of the exchange traded fund’s stock valued at $4,158,000 after buying an additional 91 shares during the period. RiverGlades Family Offices LLC raised its holdings in 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 worth $2,320,000 after purchasing an additional 91 shares during the period. Finally, Evanson Asset Management LLC raised its holdings in iShares Core S&P Small-Cap ETF by 0.5% in 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 during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.
iShares Core S&P Small-Cap ETF Trading Up 0.7%
Shares of IJR stock opened at $123.77 on Wednesday. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $133.52. The business’s 50 day moving average is $127.91 and its two-hundred day moving average is $122.74. The company has a market capitalization of $91.01 billion, a P/E ratio of 16.52 and a beta of 1.08.
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.
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