NerdWallet Wealth Partners LLC Acquires New Holdings in iShares Core S&P Small-Cap ETF $IJR

NerdWallet Wealth Partners LLC bought a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 8,412 shares of the exchange traded fund’s stock, valued at approximately $999,000. iShares Core S&P Small-Cap ETF comprises approximately 0.5% of NerdWallet Wealth Partners LLC’s portfolio, making the stock its 24th biggest holding.

Other large investors also recently added to or reduced their stakes in the company. Your Advocates Ltd. LLP increased its stake in shares of iShares Core S&P Small-Cap ETF by 197.6% during the 3rd quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock worth $29,000 after purchasing an additional 162 shares during the last quarter. Hantz Financial Services Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 85.4% in the 3rd quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 117 shares during the last quarter. New Millennium Group LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 105.3% in the third quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock worth $37,000 after purchasing an additional 158 shares in the last quarter. WPG Advisers LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 306.6% in the third quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock worth $51,000 after purchasing an additional 325 shares in the last quarter. Finally, Curio Wealth LLC increased its position in iShares Core S&P Small-Cap ETF by 63.3% during the third quarter. Curio Wealth LLC now owns 441 shares of the exchange traded fund’s stock worth $52,000 after buying an additional 171 shares during the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

iShares Core S&P Small-Cap ETF stock opened at $124.79 on Monday. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $133.52. The company’s fifty day moving average price is $128.00 and its two-hundred day moving average price is $122.29. The company has a market capitalization of $91.76 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

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.