Melone Private Wealth LLC Boosts Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Melone Private Wealth LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 23.0% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 58,801 shares of the exchange traded fund’s stock after purchasing an additional 10,992 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 3.2% of Melone Private Wealth LLC’s portfolio, making the stock its 10th largest holding. Melone Private Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,987,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. RMG Wealth Management LLC acquired a new stake in iShares Core S&P Small-Cap ETF during the 2nd quarter worth about $27,000. Bulwark Capital Corp acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter valued at about $30,000. Curio Wealth LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 26,900.0% during the 2nd quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 269 shares in the last quarter. Marshall & Sullivan Inc. WA acquired a new stake in iShares Core S&P Small-Cap ETF during the second quarter worth approximately $38,000. Finally, Quaker Wealth Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 200.4% during the second quarter. Quaker Wealth Management LLC now owns 452 shares of the exchange traded fund’s stock worth $49,000 after purchasing an additional 902 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $123.13 on Monday. The firm has a market cap of $88.89 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $125.84. The business’s 50 day moving average price is $119.91 and its two-hundred day moving average price is $116.36.

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.