Sherman Wealth Management LLC Invests $1.44 Million in iShares Core S&P Small-Cap ETF $IJR

Sherman Wealth Management LLC acquired a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 12,110 shares of the exchange traded fund’s stock, valued at approximately $1,439,000. iShares Core S&P Small-Cap ETF accounts for approximately 1.4% of Sherman Wealth Management LLC’s portfolio, making the stock its 18th largest holding.

A number of other institutional investors also recently bought and sold shares of the company. Pathway Financial Advisors LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 7.3% in the fourth quarter. Pathway Financial Advisors LLC now owns 204,609 shares of the exchange traded fund’s stock worth $25,519,000 after buying an additional 13,908 shares during the last quarter. Net Worth Advisory Group purchased a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $208,000. JFS Wealth Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 5.6% in the fourth quarter. JFS Wealth Advisors LLC now owns 318,455 shares of the exchange traded fund’s stock worth $38,272,000 after acquiring an additional 16,998 shares during the period. Capital Investment Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 13.7% in the fourth quarter. Capital Investment Advisors LLC now owns 282,441 shares of the exchange traded fund’s stock worth $33,944,000 after acquiring an additional 34,016 shares during the period. Finally, Stephens Consulting LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 12.4% during the 4th quarter. Stephens Consulting LLC now owns 935 shares of the exchange traded fund’s stock worth $112,000 after acquiring an additional 103 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR stock opened at $121.75 on Friday. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $133.52. The firm has a fifty day moving average price of $127.62 and a 200-day moving average price of $122.78. The company has a market cap of $89.53 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

About iShares Core S&P Small-Cap ETF

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.