iShares Core S&P Small-Cap ETF $IJR is Circle Wealth Management LLC’s 6th Largest Position

Circle Wealth Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,289,101 shares of the exchange traded fund’s stock after buying an additional 185,508 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 4.2% of Circle Wealth Management LLC’s portfolio, making the stock its 6th biggest holding. Circle Wealth Management LLC owned 0.31% of iShares Core S&P Small-Cap ETF worth $275,104,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Crewe Advisors LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 4.2% in the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after purchasing an additional 5,956 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its position in shares of iShares Core S&P Small-Cap ETF by 10.0% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock valued at $13,302,000 after purchasing an additional 10,185 shares during the last quarter. Resonant Capital Advisors LLC grew its position in shares of 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 purchasing an additional 5,942 shares during the last quarter. Fortitude Family Office LLC grew its position 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 valued at $5,508,000 after purchasing an additional 4,209 shares during the last quarter. Finally, Caprock Group LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the third quarter valued at about $2,220,000. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $143.67 on Friday. The company has a market cap of $107.27 billion, a P/E ratio of 16.52 and a beta of 1.02. The stock’s 50-day moving average is $135.66 and its 200-day moving average is $129.03. iShares Core S&P Small-Cap ETF has a 52-week low of $105.15 and a 52-week high of $144.68.

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.