Baron Wealth Management LLC Has $21.41 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Baron Wealth Management LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 9.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 172,228 shares of the exchange traded fund’s stock after selling 18,598 shares during the period. iShares Core S&P Small-Cap ETF makes up 6.4% of Baron Wealth Management LLC’s investment portfolio, making the stock its 4th biggest holding. Baron Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $21,410,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. Crewe Advisors LLC lifted its position in iShares Core S&P Small-Cap ETF by 4.2% in the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after acquiring an additional 5,956 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in iShares Core S&P Small-Cap ETF by 10.0% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock worth $13,302,000 after purchasing an additional 10,185 shares in the last quarter. Resonant Capital Advisors LLC increased its holdings in iShares Core S&P Small-Cap ETF by 2.2% during the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock worth $33,024,000 after purchasing an additional 5,942 shares in the last quarter. Fortitude Family Office LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 10.1% in the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after purchasing an additional 4,209 shares during the last quarter. Finally, Becker Capital Management Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 3.1% in the third quarter. Becker Capital Management Inc. now owns 427,257 shares of the exchange traded fund’s stock worth $50,771,000 after purchasing an additional 12,672 shares during 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

IJR stock opened at $143.21 on Friday. iShares Core S&P Small-Cap ETF has a twelve month low of $105.15 and a twelve month high of $145.06. The stock’s 50 day moving average is $137.26 and its 200-day moving average is $129.83. The firm has a market capitalization of $106.93 billion, a PE ratio of 16.52 and a beta of 1.02.

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.