Fiduciary Wealth Partners LLC Makes New Investment in iShares Core S&P Small-Cap ETF $IJR

Fiduciary Wealth Partners LLC bought a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 5,183 shares of the exchange traded fund’s stock, valued at approximately $616,000.

Other hedge funds have also made changes to their positions in the company. Guyasuta Investment Advisors Inc. raised its stake in iShares Core S&P Small-Cap ETF by 4.5% during the second quarter. Guyasuta Investment Advisors Inc. now owns 4,209 shares of the exchange traded fund’s stock worth $460,000 after acquiring an additional 180 shares during the period. City Holding Co. boosted its stake in iShares Core S&P Small-Cap ETF by 2.8% in the second quarter. City Holding Co. now owns 49,403 shares of the exchange traded fund’s stock valued at $5,399,000 after acquiring an additional 1,324 shares during the period. Sequoia Financial Advisors LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 8.3% during the second quarter. Sequoia Financial Advisors LLC now owns 1,028,123 shares of the exchange traded fund’s stock valued at $112,364,000 after purchasing an additional 78,649 shares during the last quarter. Olistico Wealth LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 13.6% during the 2nd quarter. Olistico Wealth LLC now owns 27,452 shares of the exchange traded fund’s stock worth $3,000,000 after purchasing an additional 3,278 shares during the period. Finally, Wealthcare Advisory Partners LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 19.6% during the 2nd quarter. Wealthcare Advisory Partners LLC now owns 240,184 shares of the exchange traded fund’s stock worth $26,250,000 after purchasing an additional 39,373 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $129.06 on Friday. The firm has a market capitalization of $94.42 billion, a P/E ratio of 16.52 and a beta of 1.08. The business has a 50 day simple moving average of $121.37 and a 200 day simple moving average of $117.87. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $129.48.

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.