Welch & Forbes LLC Raises Stake in iShares Core S&P Small-Cap ETF $IJR

Welch & Forbes LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 137,641 shares of the exchange traded fund’s stock after purchasing an additional 8,361 shares during the period. Welch & Forbes LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $16,356,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of IJR. Winnow Wealth LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the third quarter worth about $77,000. Bryn Mawr Trust Advisors LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 4.7% in the 3rd quarter. Bryn Mawr Trust Advisors LLC now owns 22,564 shares of the exchange traded fund’s stock worth $2,681,000 after buying an additional 1,020 shares during the last quarter. Your Advocates Ltd. LLP increased its stake in shares of iShares Core S&P Small-Cap ETF by 197.6% during the third quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock valued at $29,000 after buying an additional 162 shares during the period. Pittenger & Anderson Inc. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% during the third quarter. Pittenger & Anderson Inc. now owns 194,623 shares of the exchange traded fund’s stock valued at $23,127,000 after acquiring an additional 1,108 shares in the last quarter. Finally, Carl P. Sherr & Co. LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 1.2% during the third quarter. Carl P. Sherr & Co. LLC now owns 38,123 shares of the exchange traded fund’s stock valued at $4,530,000 after acquiring an additional 434 shares in the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $127.03 on Friday. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $131.64. The firm has a market capitalization of $93.30 billion, a P/E ratio of 16.52 and a beta of 1.08. The stock has a 50 day moving average price of $123.98 and a 200-day moving average price of $119.09.

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. 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.