AE Wealth Management LLC Has $3.43 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

AE Wealth Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 24.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 28,867 shares of the exchange traded fund’s stock after purchasing an additional 5,734 shares during the quarter. AE Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,430,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of IJR. Sequoia Financial Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 8.3% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 1,028,123 shares of the exchange traded fund’s stock valued at $112,364,000 after purchasing an additional 78,649 shares in the last quarter. Olistico Wealth LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 13.6% in the second quarter. Olistico Wealth LLC now owns 27,452 shares of the exchange traded fund’s stock valued at $3,000,000 after buying an additional 3,278 shares in the last quarter. Alaska Permanent Capital Management LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 11.4% during the third quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock valued at $64,780,000 after buying an additional 55,761 shares during the last quarter. Wealthcare Advisory Partners LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 19.6% during the second quarter. Wealthcare Advisory Partners LLC now owns 240,184 shares of the exchange traded fund’s stock worth $26,250,000 after acquiring an additional 39,373 shares in the last quarter. Finally, First Horizon Corp bought a new stake in shares of iShares Core S&P Small-Cap ETF during the third quarter worth about $10,009,000. 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. The stock has a market cap of $93.30 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $131.64. The firm’s 50-day simple moving average is $123.98 and its 200 day simple moving average is $119.14.

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.