Integrated Wealth Concepts LLC Has $27.94 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

Integrated Wealth Concepts LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 188,377 shares of the exchange traded fund’s stock after acquiring an additional 8,643 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $27,938,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of IJR. Community Bank N.A. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 7.1% in the second quarter. Community Bank N.A. now owns 121,836 shares of the exchange traded fund’s stock valued at $18,069,000 after buying an additional 8,116 shares during the last quarter. RFG Advisory LLC increased its position in iShares Core S&P Small-Cap ETF by 1.0% in the 2nd quarter. RFG Advisory LLC now owns 82,128 shares of the exchange traded fund’s stock valued at $12,180,000 after acquiring an additional 776 shares in the last quarter. NewEdge Advisors LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 2.9% in the second quarter. NewEdge Advisors LLC now owns 603,283 shares of the exchange traded fund’s stock worth $89,473,000 after acquiring an additional 16,935 shares during the last quarter. IFP Advisors Inc raised its stake in shares of iShares Core S&P Small-Cap ETF by 1.9% in the second quarter. IFP Advisors Inc now owns 108,901 shares of the exchange traded fund’s stock worth $16,151,000 after acquiring an additional 2,042 shares during the last quarter. Finally, Baird Financial Group Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.2% during the second quarter. Baird Financial Group Inc. now owns 6,603,976 shares of the exchange traded fund’s stock worth $979,436,000 after purchasing an additional 139,898 shares in the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $144.25 on Wednesday. iShares Core S&P Small-Cap ETF has a one year low of $112.00 and a one year high of $150.69. The company’s 50 day simple moving average is $146.48 and its 200-day simple moving average is $138.13. The stock has a market capitalization of $108.74 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.