iShares Core S&P Small-Cap ETF $IJR Shares Bought by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,136,481 shares of the exchange traded fund’s stock after acquiring an additional 15,229 shares during the period. iShares Core S&P Small-Cap ETF makes up about 6.5% of Valeo Financial Advisors LLC’s investment portfolio, making the stock its 2nd largest holding. Valeo Financial Advisors LLC owned about 0.28% of iShares Core S&P Small-Cap ETF worth $316,861,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Livet Wealth LLC boosted its stake in iShares Core S&P Small-Cap ETF by 1.2% in the 1st quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock worth $778,000 after purchasing an additional 75 shares during the period. Pasadena Private Wealth LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 0.7% in the 4th quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after purchasing an additional 76 shares during the period. Flavin Financial Services Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 0.4% in the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock valued at $2,239,000 after purchasing an additional 78 shares during the period. Essential Partners LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 5.5% in the first quarter. Essential Partners LLC now owns 1,494 shares of the exchange traded fund’s stock valued at $186,000 after purchasing an additional 78 shares in the last quarter. Finally, First Trust Advisors LP lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.7% in the fourth quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock valued at $559,000 after purchasing an additional 78 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock opened at $148.93 on Friday. The stock has a market capitalization of $112.27 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a fifty-two week low of $110.60 and a fifty-two week high of $150.69. The business has a 50-day moving average of $144.52 and a 200-day moving average of $135.40.

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.