Empirical Financial Services LLC d.b.a. Empirical Wealth Management Has $15.19 Million Stake in iShares Core S&P Small-Cap ETF $IJR

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 126,408 shares of the exchange traded fund’s stock after purchasing an additional 14,463 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in iShares Core S&P Small-Cap ETF were worth $15,192,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. grew its holdings in iShares Core S&P Small-Cap ETF by 2.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after buying an additional 1,024,536 shares in the last quarter. Jones Financial Companies Lllp increased its position in iShares Core S&P Small-Cap ETF by 549.5% during the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock worth $1,763,740,000 after buying an additional 12,593,909 shares during the period. Ameriprise Financial Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.1% during the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock worth $601,837,000 after buying an additional 112,747 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 60.1% during the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock worth $610,556,000 after buying an additional 1,928,405 shares in the last quarter. Finally, Truist Financial Corp boosted its position in shares of iShares Core S&P Small-Cap ETF by 30.0% in the third quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock valued at $484,181,000 after acquiring an additional 941,459 shares during the period. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $124.92 on Thursday. The company’s 50-day simple moving average is $127.32 and its 200 day simple moving average is $122.91. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $133.52. The company has a market capitalization of $91.86 billion, a PE ratio of 16.52 and a beta of 1.08.

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.