Diversify Wealth Management LLC Raises Position in iShares Core S&P Small-Cap ETF $IJR

Diversify Wealth Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 730.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 56,985 shares of the exchange traded fund’s stock after acquiring an additional 50,120 shares during the quarter. Diversify Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,678,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in IJR. Bank of America Corp DE increased its position in iShares Core S&P Small-Cap ETF by 6.0% during the 4th quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after purchasing an additional 1,901,134 shares during the period. Northwestern Mutual Investment Management Company LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after buying an additional 1,617,116 shares in the last quarter. Valpey Financial Services LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 12,132.4% in the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after buying an additional 1,393,533 shares in the last quarter. Fifth Third Bancorp boosted its stake in shares of iShares Core S&P Small-Cap ETF by 56.3% in the first quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock valued at $399,823,000 after buying an additional 1,159,049 shares in the last quarter. Finally, Nationwide Fund Advisors grew its holdings in iShares Core S&P Small-Cap ETF by 98.8% during the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock worth $252,842,000 after acquiring an additional 1,045,425 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $145.56 on Monday. The stock has a fifty day moving average price of $140.78 and a two-hundred day moving average price of $132.35. The stock has a market capitalization of $109.42 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 1 year low of $107.08 and a 1 year high of $149.35.

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.