Wealthspire Retirement LLC Acquires 23,277 Shares of iShares Core S&P Small-Cap ETF $IJR

Wealthspire Retirement LLC raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 15.3% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 175,565 shares of the exchange traded fund’s stock after buying an additional 23,277 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 1.3% of Wealthspire Retirement LLC’s investment portfolio, making the stock its 17th largest position. Wealthspire Retirement LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $21,825,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock worth $5,115,172,000 after buying an additional 235,129 shares during the last quarter. Bank of America Corp DE grew its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after acquiring an additional 1,901,134 shares during the last quarter. Morgan Stanley grew its stake in shares of iShares Core S&P Small-Cap ETF by 0.5% in the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock worth $2,170,943,000 after acquiring an additional 86,538 shares during the last quarter. LPL Financial LLC increased its position in iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock worth $2,106,229,000 after acquiring an additional 992,984 shares during the period. Finally, Raymond James Financial Inc. increased its position in iShares Core S&P Small-Cap ETF by 2.7% during the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock worth $1,693,999,000 after acquiring an additional 366,136 shares during the period. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $145.78 on Thursday. iShares Core S&P Small-Cap ETF has a one year low of $107.08 and a one year high of $149.35. The company has a fifty day moving average price of $142.15 and a 200 day moving average price of $133.69. The stock has a market cap of $109.66 billion, a P/E ratio of 16.52 and a beta of 1.01.

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.