Clearstead Advisors LLC Increases Stock Position in iShares Core S&P Small-Cap ETF $IJR

Clearstead Advisors LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 502,444 shares of the exchange traded fund’s stock after buying an additional 35,015 shares during the period. iShares Core S&P Small-Cap ETF comprises 0.8% of Clearstead Advisors LLC’s investment portfolio, making the stock its 27th biggest position. Clearstead Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $59,705,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Topel & Distasi Wealth Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 2.8% during the 3rd quarter. Topel & Distasi Wealth Management LLC now owns 89,788 shares of the exchange traded fund’s stock valued at $10,670,000 after acquiring an additional 2,435 shares during the period. Concentrum Wealth Management raised its holdings in iShares Core S&P Small-Cap ETF by 42.2% in the 3rd quarter. Concentrum Wealth Management now owns 3,314 shares of the exchange traded fund’s stock worth $394,000 after purchasing an additional 984 shares during the period. Vestmark Advisory Solutions Inc. raised its holdings in iShares Core S&P Small-Cap ETF by 3,089.4% in the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 118,581 shares of the exchange traded fund’s stock worth $14,091,000 after purchasing an additional 114,863 shares during the period. Sigma Planning Corp boosted its position in iShares Core S&P Small-Cap ETF by 0.8% during the third quarter. Sigma Planning Corp now owns 190,514 shares of the exchange traded fund’s stock worth $22,639,000 after purchasing an additional 1,582 shares in the last quarter. Finally, OneDigital Investment Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF by 1.3% during the third quarter. OneDigital Investment Advisors LLC now owns 159,476 shares of the exchange traded fund’s stock worth $18,951,000 after purchasing an additional 1,972 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

iShares Core S&P Small-Cap ETF stock opened at $131.63 on Monday. The stock has a market capitalization of $96.79 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $133.52. The business has a 50 day simple moving average of $126.70 and a 200-day simple moving average of $121.18.

About iShares Core S&P Small-Cap ETF

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.