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

Modern Wealth Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 262.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 126,167 shares of the exchange traded fund’s stock after buying an additional 91,361 shares during the quarter. Modern Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $13,789,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the company. RMG Wealth Management LLC bought a new position in iShares Core S&P Small-Cap ETF in the second quarter valued at about $27,000. Bulwark Capital Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter valued at about $30,000. Curio Wealth LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 26,900.0% during the 2nd quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 269 shares during the last quarter. Marshall & Sullivan Inc. WA purchased a new position in shares of iShares Core S&P Small-Cap ETF in the second quarter worth approximately $38,000. Finally, Graney & King LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 95.1% in the first quarter. Graney & King LLC now owns 398 shares of the exchange traded fund’s stock worth $42,000 after buying an additional 194 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 1.1%

Shares of IJR stock opened at $124.12 on Friday. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $125.84. The stock has a market cap of $89.61 billion, a P/E ratio of 16.52 and a beta of 1.08. The company has a 50 day simple moving average of $118.94 and a two-hundred day simple moving average of $115.12.

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.