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

Earned Wealth Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 195,198 shares of the exchange traded fund’s stock after purchasing an additional 5,285 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 1.6% of Earned Wealth Advisors LLC’s portfolio, making the stock its 16th biggest position. Earned Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $24,265,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IJR. Crewe Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 4.2% in the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after acquiring an additional 5,956 shares during the period. Resonant Capital Advisors LLC lifted its position in iShares Core S&P Small-Cap ETF by 2.2% during the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock worth $33,024,000 after acquiring an additional 5,942 shares during the period. Fortitude Family Office LLC lifted its position in iShares Core S&P Small-Cap ETF by 10.1% during the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after acquiring an additional 4,209 shares during the period. Capital Asset Advisory Services LLC grew its stake 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 valued at $51,281,000 after purchasing an additional 29,257 shares during the last quarter. Finally, Columbus Macro LLC grew its stake in iShares Core S&P Small-Cap ETF by 11.4% during the 4th quarter. Columbus Macro LLC now owns 47,707 shares of the exchange traded fund’s stock valued at $5,733,000 after purchasing an additional 4,889 shares during the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $146.02 on Monday. The stock’s 50-day simple moving average is $141.57 and its 200-day simple moving average is $133.16. The firm has a market capitalization of $109.79 billion, a PE ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a fifty-two week low of $107.08 and a fifty-two week high of $149.35.

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.