iShares Core S&P Small-Cap ETF $IJR Position Raised by Caldwell Trust Co

Caldwell Trust Co boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 97,715 shares of the exchange traded fund’s stock after purchasing an additional 3,650 shares during the period. iShares Core S&P Small-Cap ETF makes up about 1.1% of Caldwell Trust Co’s portfolio, making the stock its 24th largest holding. Caldwell Trust Co’s holdings in iShares Core S&P Small-Cap ETF were worth $12,147,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IJR. Nvwm LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth $25,000. Bank & Trust Co acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at $30,000. Networth Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $40,000. DecisionPoint Financial LLC boosted its stake in iShares Core S&P Small-Cap ETF by 61.7% during the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock valued at $42,000 after buying an additional 132 shares in the last quarter. Finally, Evolution Wealth Management Inc. boosted its stake in iShares Core S&P Small-Cap ETF by 546.3% during the fourth quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock valued at $42,000 after buying an additional 295 shares in the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 0.8%

NYSEARCA:IJR opened at $147.41 on Friday. The business’s 50-day moving average price is $138.59 and its 200 day moving average price is $130.65. iShares Core S&P Small-Cap ETF has a 52-week low of $107.08 and a 52-week high of $147.60. The firm has a market cap of $110.06 billion, a P/E ratio of 16.52 and a beta of 1.02.

About iShares Core S&P Small-Cap ETF

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.