Walkner Condon Financial Advisors LLC Boosts Position in iShares Core S&P Small-Cap ETF $IJR

Walkner Condon Financial Advisors LLC increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 19.2% in the third quarter, HoldingsChannel.com reports. The fund owned 44,583 shares of the exchange traded fund’s stock after acquiring an additional 7,166 shares during the period. iShares Core S&P Small-Cap ETF comprises about 0.8% of Walkner Condon Financial Advisors LLC’s portfolio, making the stock its 29th largest holding. Walkner Condon Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,292,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the stock. RMG Wealth Management LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter worth about $27,000. Curio Wealth LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 26,900.0% during the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after buying an additional 269 shares during the period. Marshall & Sullivan Inc. WA bought a new position in iShares Core S&P Small-Cap ETF in the second quarter worth about $38,000. Quaker Wealth Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 200.4% in the second quarter. Quaker Wealth Management LLC now owns 452 shares of the exchange traded fund’s stock worth $49,000 after buying an additional 902 shares during the period. Finally, Rise Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF by 53.3% during the 3rd quarter. Rise Advisors LLC now owns 538 shares of the exchange traded fund’s stock valued at $64,000 after acquiring an additional 187 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $128.62 on Friday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $129.48. The business’s 50 day moving average price is $121.58 and its two-hundred day moving average price is $118.05. The company has a market capitalization of $94.12 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

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.