Empirical Financial Services LLC d.b.a. Empirical Wealth Management Acquires 5,214 Shares of iShares Core S&P Small-Cap ETF $IJR

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 131,622 shares of the exchange traded fund’s stock after buying an additional 5,214 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 $16,362,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in IJR. Crewe Advisors LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 4.2% during the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock worth $17,774,000 after buying an additional 5,956 shares during the last quarter. Resonant Capital Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF by 2.2% in the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after acquiring an additional 5,942 shares during the last quarter. Fortitude Family Office LLC boosted its stake in 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 valued at $5,508,000 after acquiring an additional 4,209 shares during the last quarter. Capital Asset Advisory Services LLC grew its holdings in iShares Core S&P Small-Cap ETF by 7.7% during the 4th quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock worth $51,281,000 after acquiring an additional 29,257 shares during the period. Finally, Dynamic Advisor Solutions LLC grew its holdings in iShares Core S&P Small-Cap ETF by 24.3% during the 4th quarter. Dynamic Advisor Solutions LLC now owns 27,298 shares of the exchange traded fund’s stock worth $3,281,000 after acquiring an additional 5,328 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $144.99 on Tuesday. The firm has a fifty day moving average of $140.94 and a two-hundred day moving average of $132.51. The stock has a market capitalization of $108.97 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $149.35.

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.