HORAN Wealth LLC Has $17.63 Million Position in iShares Core S&P Small-Cap ETF $IJR

HORAN Wealth LLC reduced its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 57.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 118,870 shares of the exchange traded fund’s stock after selling 160,650 shares during the period. iShares Core S&P Small-Cap ETF comprises 2.2% of HORAN Wealth LLC’s portfolio, making the stock its 9th largest holding. HORAN Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $17,630,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Houlihan Financial Resource Group Ltd. boosted its position in shares of iShares Core S&P Small-Cap ETF by 101.4% in the fourth quarter. Houlihan Financial Resource Group Ltd. now owns 101,872 shares of the exchange traded fund’s stock worth $12,566,000 after purchasing an additional 51,302 shares during the period. Camden National Bank raised its position in shares of iShares Core S&P Small-Cap ETF by 3.8% during the 1st quarter. Camden National Bank now owns 96,096 shares of the exchange traded fund’s stock valued at $11,946,000 after purchasing an additional 3,509 shares during the period. Integrity Alliance LLC. raised its position in shares of iShares Core S&P Small-Cap ETF by 52.0% during the 4th quarter. Integrity Alliance LLC. now owns 11,984 shares of the exchange traded fund’s stock valued at $1,440,000 after purchasing an additional 4,100 shares during the period. SHP Wealth Management purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $1,208,000. Finally, LPL Financial LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock worth $2,106,229,000 after buying an additional 992,984 shares during the period. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $145.34 on Monday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $112.00 and a fifty-two week high of $150.69. The company has a market capitalization of $109.56 billion, a P/E ratio of 16.52 and a beta of 1.01. The company has a fifty day moving average of $146.61 and a 200 day moving average of $137.93.

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.