iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Acquired by Marcum Wealth LLC

Marcum Wealth LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 311,111 shares of the exchange traded fund’s stock after purchasing an additional 12,409 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 3.1% of Marcum Wealth LLC’s investment portfolio, making the stock its 9th biggest position. Marcum Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $35,846,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 3.4% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock worth $3,723,730,000 after buying an additional 1,149,045 shares during the period. FMR LLC lifted its position in iShares Core S&P Small-Cap ETF by 5.9% during the third quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock worth $2,589,128,000 after acquiring an additional 1,230,029 shares during the last quarter. LPL Financial LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 5.2% during the third quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock worth $1,638,229,000 after acquiring an additional 689,382 shares during the period. Raymond James & Associates grew its position in shares of iShares Core S&P Small-Cap ETF by 1.4% in the third quarter. Raymond James & Associates now owns 9,904,939 shares of the exchange traded fund’s stock valued at $1,158,482,000 after purchasing an additional 133,903 shares during the last quarter. Finally, Glenmede Trust Co. NA increased its stake in shares of iShares Core S&P Small-Cap ETF by 5.5% during the third quarter. Glenmede Trust Co. NA now owns 5,921,479 shares of the exchange traded fund’s stock worth $692,576,000 after purchasing an additional 307,333 shares during the period.

iShares Core S&P Small-Cap ETF Trading Up 0.4 %

NYSEARCA:IJR opened at $113.54 on Tuesday. The stock has a 50 day simple moving average of $120.68 and a 200 day simple moving average of $116.09. iShares Core S&P Small-Cap ETF has a 1-year low of $101.50 and a 1-year high of $128.61. The stock has a market cap of $82.37 billion, a P/E ratio of 12.95 and a beta of 1.16.

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.