Fortitude Family Office LLC Acquires 5,824 Shares of iShares Core S&P Small-Cap ETF $IJR

Fortitude Family Office LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 16.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 41,624 shares of the exchange traded fund’s stock after acquiring an additional 5,824 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 1.3% of Fortitude Family Office LLC’s investment portfolio, making the stock its 19th largest position. Fortitude Family Office LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,946,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Kingstone Capital Partners Texas LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter valued at $2,049,784,000. Laurel Wealth Advisors LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 11,144.8% during the second quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock valued at $1,500,400,000 after purchasing an additional 13,606,522 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 5.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock worth $4,513,996,000 after purchasing an additional 2,252,323 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 1,175.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,912,735 shares of the exchange traded fund’s stock worth $200,015,000 after purchasing an additional 1,762,735 shares during the last quarter. Finally, Cerity Partners LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 50.8% in the second quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock valued at $410,377,000 after buying an additional 1,265,540 shares during the period. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $122.53 on Tuesday. The company has a market capitalization of $88.46 billion, a P/E ratio of 16.52 and a beta of 1.08. The company has a fifty day moving average price of $119.97 and a 200-day moving average price of $116.46. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $125.84.

iShares Core S&P Small-Cap ETF 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.