Sound Stewardship LLC Purchases 5,848 Shares of iShares Core S&P Small-Cap ETF $IJR

by · The Markets Daily

Sound Stewardship LLC raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 11.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 57,420 shares of the exchange traded fund’s stock after acquiring an additional 5,848 shares during the period. iShares Core S&P Small-Cap ETF makes up 3.3% of Sound Stewardship LLC’s portfolio, making the stock its 13th biggest holding. Sound Stewardship LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,823,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Taylor & Morgan Wealth Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 49.3% during the 3rd quarter. Taylor & Morgan Wealth Management LLC now owns 3,076 shares of the exchange traded fund’s stock worth $366,000 after purchasing an additional 1,016 shares during the last quarter. Integris Wealth Management LLC bought a new position in iShares Core S&P Small-Cap ETF in the 3rd quarter worth approximately $204,000. RTD Financial Advisors Inc. increased its position in iShares Core S&P Small-Cap ETF by 5.2% in the 3rd quarter. RTD Financial Advisors Inc. now owns 287,671 shares of the exchange traded fund’s stock worth $34,184,000 after buying an additional 14,136 shares during the period. Fort Henry Capital LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.3% during the third quarter. Fort Henry Capital LLC now owns 169,624 shares of the exchange traded fund’s stock worth $20,156,000 after buying an additional 3,800 shares during the last quarter. Finally, Welch Group LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 59.6% in the third quarter. Welch Group LLC now owns 2,936 shares of the exchange traded fund’s stock valued at $349,000 after acquiring an additional 1,096 shares during the period. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Trading Down 0.5%

Shares of iShares Core S&P Small-Cap ETF stock opened at $122.74 on Wednesday. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $125.84. The company’s fifty day simple moving average is $119.61 and its 200-day simple moving average is $116.06. The company has a market cap of $88.61 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

iShares Core S&P Small-Cap ETF Company Profile

(Free Report)

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.

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