Houlihan Financial Resource Group Ltd. Boosts Holdings in iShares Core S&P Small-Cap ETF $IJR

Houlihan Financial Resource Group Ltd. raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 101.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 101,872 shares of the exchange traded fund’s stock after purchasing an additional 51,302 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 4.8% of Houlihan Financial Resource Group Ltd.’s investment portfolio, making the stock its 2nd biggest position. Houlihan Financial Resource Group Ltd.’s holdings in iShares Core S&P Small-Cap ETF were worth $12,566,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Latko Wealth Management Ltd. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 1.9% during the 4th quarter. Latko Wealth Management Ltd. now owns 59,849 shares of the exchange traded fund’s stock worth $7,193,000 after purchasing an additional 1,116 shares during the period. CFS Investment Advisory Services LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.9% during the 4th quarter. CFS Investment Advisory Services LLC now owns 59,502 shares of the exchange traded fund’s stock worth $7,151,000 after purchasing an additional 520 shares during the period. Foundations Investment Advisors LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 17.0% during the 4th quarter. Foundations Investment Advisors LLC now owns 43,279 shares of the exchange traded fund’s stock worth $5,201,000 after purchasing an additional 6,274 shares during the period. Godfrey Financial Associates Inc. bought a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth about $3,169,000. Finally, IFG Advisory LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 3.5% during the 4th quarter. IFG Advisory LLC now owns 100,964 shares of the exchange traded fund’s stock worth $12,134,000 after purchasing an additional 3,400 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $139.72 on Friday. The firm’s 50-day moving average is $131.99 and its 200-day moving average is $127.30. iShares Core S&P Small-Cap ETF has a 52-week low of $103.75 and a 52-week high of $140.53. The company has a market cap of $104.32 billion, a price-to-earnings ratio of 16.52 and a beta of 1.03.

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.