Accretive Wealth Partners LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,128 shares of the exchange traded fund’s stock after purchasing an additional 854 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 2.5% of Accretive Wealth Partners LLC’s portfolio, making the stock its 5th largest holding. Accretive Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,863,000 at the end of the most recent reporting period.
Several other institutional investors have also recently made changes to their positions in IJR. Riggs Asset Managment Co. Inc. raised its position in iShares Core S&P Small-Cap ETF by 50.6% during the third quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after acquiring an additional 91 shares during the period. DHJJ Financial Advisors Ltd. increased its stake in shares of iShares Core S&P Small-Cap ETF by 407.5% during the second quarter. DHJJ Financial Advisors Ltd. now owns 340 shares of the exchange traded fund’s stock worth $36,000 after purchasing an additional 273 shares in the last quarter. HWG Holdings LP acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter worth about $41,000. Financial Connections Group Inc. purchased a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter valued at about $54,000. Finally, Abich Financial Wealth Management LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 285.6% in the 3rd quarter. Abich Financial Wealth Management LLC now owns 482 shares of the exchange traded fund’s stock worth $56,000 after buying an additional 357 shares during the last quarter.
iShares Core S&P Small-Cap ETF Price Performance
NYSEARCA IJR opened at $122.98 on Friday. iShares Core S&P Small-Cap ETF has a 1-year low of $95.20 and a 1-year high of $126.72. The company has a market cap of $89.22 billion, a PE ratio of 12.95 and a beta of 1.16. The stock’s 50 day simple moving average is $117.51 and its 200-day simple moving average is $112.83.
iShares Core S&P Small-Cap ETF 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.
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