Fusion Family Wealth LLC Has $20.73 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Fusion Family Wealth LLC decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 174,462 shares of the exchange traded fund’s stock after selling 4,768 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 1.6% of Fusion Family Wealth LLC’s holdings, making the stock its 15th largest position. Fusion Family Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $20,731,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the business. Alaska Permanent Capital Management LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 11.4% in the third quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock valued at $64,780,000 after buying an additional 55,761 shares during the period. Latko Wealth Management Ltd. grew its holdings in iShares Core S&P Small-Cap ETF by 8.5% during the 3rd quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock worth $6,979,000 after acquiring an additional 4,608 shares during the last quarter. First Horizon Corp acquired a new position in iShares Core S&P Small-Cap ETF in the 3rd quarter valued at approximately $10,009,000. Human Investing LLC increased its position in iShares Core S&P Small-Cap ETF by 5.0% in the 3rd quarter. Human Investing LLC now owns 160,591 shares of the exchange traded fund’s stock valued at $19,083,000 after acquiring an additional 7,659 shares during the period. Finally, Cambridge Capital Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 4.1% during the third quarter. Cambridge Capital Management LLC now owns 172,892 shares of the exchange traded fund’s stock valued at $20,545,000 after acquiring an additional 6,754 shares during the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $130.95 on Friday. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $133.52. The firm has a market cap of $96.29 billion, a PE ratio of 16.52 and a beta of 1.08. The firm’s fifty day moving average is $125.92 and its 200-day moving average is $120.33.

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.