NerdWallet Wealth Partners LLC Boosts Holdings in iShares Core S&P Small-Cap ETF $IJR

NerdWallet Wealth Partners LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 41.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 22,810 shares of the exchange traded fund’s stock after purchasing an additional 6,670 shares during the period. iShares Core S&P Small-Cap ETF accounts for 1.2% of NerdWallet Wealth Partners LLC’s investment portfolio, making the stock its 13th biggest position. NerdWallet Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,382,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Resonant Capital Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 2.2% during the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after purchasing an additional 5,942 shares in the last quarter. Bartlett & CO. Wealth Management LLC grew its position in iShares Core S&P Small-Cap ETF by 4.1% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 495,044 shares of the exchange traded fund’s stock valued at $59,494,000 after acquiring an additional 19,526 shares during the last quarter. Keener Financial Planning LLC grew its position in iShares Core S&P Small-Cap ETF by 5.5% during the fourth quarter. Keener Financial Planning LLC now owns 166,379 shares of the exchange traded fund’s stock valued at $19,995,000 after acquiring an additional 8,731 shares during the last quarter. Destiny Capital Corp CO raised its stake in shares of iShares Core S&P Small-Cap ETF by 140.8% during the fourth quarter. Destiny Capital Corp CO now owns 27,451 shares of the exchange traded fund’s stock worth $3,299,000 after acquiring an additional 16,052 shares in the last quarter. Finally, Houlihan Financial Resource Group Ltd. raised its stake in shares of iShares Core S&P Small-Cap ETF by 101.4% during 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 acquiring an additional 51,302 shares in the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $147.82 on Friday. The firm has a market cap of $111.43 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a fifty-two week low of $110.05 and a fifty-two week high of $150.69. The firm has a 50 day moving average price of $144.32 and a 200-day moving average price of $135.31.

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.