Western Wealth Management LLC Grows Position in iShares Core S&P Small-Cap ETF $IJR

Western Wealth Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 23.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,147 shares of the exchange traded fund’s stock after buying an additional 5,620 shares during the quarter. Western Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,503,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in IJR. Crewe Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 4.2% during the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after acquiring an additional 5,956 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in iShares Core S&P Small-Cap ETF by 10.0% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock valued at $13,302,000 after acquiring an additional 10,185 shares during the period. Resonant Capital Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 2.2% during the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after acquiring an additional 5,942 shares during the period. Alaska Permanent Capital Management LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 11.4% during the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock valued at $64,780,000 after acquiring an additional 55,761 shares during the period. Finally, Fortitude Family Office LLC raised its position in iShares Core S&P Small-Cap ETF by 10.1% during the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after purchasing an additional 4,209 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 0.4%

Shares of NYSEARCA IJR opened at $135.28 on Thursday. The business has a fifty day simple moving average of $129.46 and a two-hundred day simple moving average of $125.91. The firm has a market cap of $101.01 billion, a PE ratio of 16.52 and a beta of 1.03. iShares Core S&P Small-Cap ETF has a twelve month low of $102.57 and a twelve month high of $139.49.

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.