LVW Advisors LLC Boosts Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

LVW Advisors LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1,746.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 54,179 shares of the exchange traded fund’s stock after buying an additional 51,245 shares during the period. iShares Core S&P Small-Cap ETF makes up about 0.8% of LVW Advisors LLC’s holdings, making the stock its 22nd biggest holding. LVW Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,337,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IJR. Biltmore Family Office LLC boosted its position in iShares Core S&P Small-Cap ETF by 4.5% in the 4th quarter. Biltmore Family Office LLC now owns 40,778 shares of the exchange traded fund’s stock valued at $4,414,000 after buying an additional 1,739 shares during the last quarter. Baird Financial Group Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 33.3% during the fourth quarter. Baird Financial Group Inc. now owns 3,614,870 shares of the exchange traded fund’s stock worth $391,310,000 after purchasing an additional 902,096 shares during the last quarter. Freedom Investment Management Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 37.5% during the fourth quarter. Freedom Investment Management Inc. now owns 40,480 shares of the exchange traded fund’s stock worth $4,382,000 after purchasing an additional 11,034 shares during the last quarter. Pettyjohn Wood & White Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 4.7% during the fourth quarter. Pettyjohn Wood & White Inc. now owns 33,346 shares of the exchange traded fund’s stock worth $3,610,000 after purchasing an additional 1,495 shares during the last quarter. Finally, Oxford Financial Group LTD. LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 7.7% during the fourth quarter. Oxford Financial Group LTD. LLC now owns 5,526 shares of the exchange traded fund’s stock worth $598,000 after purchasing an additional 394 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock traded up $1.75 during trading hours on Friday, hitting $115.84. 992,220 shares of the company were exchanged, compared to its average volume of 3,818,878. iShares Core S&P Small-Cap ETF has a one year low of $87.32 and a one year high of $120.74. The business’s 50-day simple moving average is $113.60 and its two-hundred day simple moving average is $110.22. The stock has a market capitalization of $84.04 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16.

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.