Congress Wealth Management LLC DE Raises Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Congress Wealth Management LLC DE boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 30.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 98,098 shares of the exchange traded fund’s stock after purchasing an additional 23,167 shares during the quarter. Congress Wealth Management LLC DE’s holdings in iShares Core S&P Small-Cap ETF were worth $10,619,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Advisory Services Network LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 3.9% in the fourth quarter. Advisory Services Network LLC now owns 211,878 shares of the exchange traded fund’s stock worth $22,936,000 after acquiring an additional 7,915 shares during the last quarter. HCR Wealth Advisors grew its position in iShares Core S&P Small-Cap ETF by 34.6% during the 4th quarter. HCR Wealth Advisors now owns 376,805 shares of the exchange traded fund’s stock valued at $40,789,000 after purchasing an additional 96,781 shares during the last quarter. Orion Portfolio Solutions LLC increased its stake in iShares Core S&P Small-Cap ETF by 18.9% during the 4th quarter. Orion Portfolio Solutions LLC now owns 642,442 shares of the exchange traded fund’s stock valued at $68,150,000 after purchasing an additional 102,291 shares in the last quarter. Avantax Planning Partners Inc. bought a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter valued at about $240,000. Finally, LWS Wealth Advisors Inc. raised its holdings in iShares Core S&P Small-Cap ETF by 14.0% in the fourth quarter. LWS Wealth Advisors Inc. now owns 84,461 shares of the exchange traded fund’s stock worth $9,143,000 after buying an additional 10,368 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR traded up $1.01 during trading on Friday, reaching $108.82. 1,874,539 shares of the stock traded hands, compared to its average volume of 4,052,875. The stock has a market cap of $78.95 billion, a P/E ratio of 12.95 and a beta of 1.16. The stock has a 50-day moving average of $107.35 and a two-hundred day moving average of $104.83. iShares Core S&P Small-Cap ETF has a 52-week low of $87.32 and a 52-week high of $111.57.

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.