Factor Wealth Management LTD Raises Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Factor Wealth Management LTD raised its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 100.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 125,220 shares of the exchange traded fund’s stock after acquiring an additional 62,865 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 2.9% of Factor Wealth Management LTD’s investment portfolio, making the stock its 8th biggest holding. Factor Wealth Management LTD’s holdings in iShares Core S&P Small-Cap ETF were worth $15,566,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Bank of America Corp DE increased its holdings in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock valued at $4,038,700,000 after purchasing an additional 1,901,134 shares in the last quarter. Northwestern Mutual Investment Management Company LLC raised its position in iShares Core S&P Small-Cap ETF by 35.0% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after purchasing an additional 1,617,116 shares during the last quarter. Valpey Financial Services LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 12,132.4% during the 4th quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock worth $168,855,000 after buying an additional 1,393,533 shares in the last quarter. Nationwide Fund Advisors lifted its holdings in iShares Core S&P Small-Cap ETF by 98.8% during the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock worth $252,842,000 after buying an additional 1,045,425 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its position 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 during the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $144.42 on Thursday. The stock has a fifty day moving average of $138.01 and a 200-day moving average of $130.36. The stock has a market capitalization of $107.83 billion, a P/E ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $145.33.

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.