TrustBank Purchases New Stake in iShares Core S&P Small-Cap ETF $IJR

TrustBank purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 58,114 shares of the exchange traded fund’s stock, valued at approximately $6,984,000. iShares Core S&P Small-Cap ETF makes up about 2.9% of TrustBank’s investment portfolio, making the stock its 10th biggest holding.

A number of other large investors have also made changes to their positions in the stock. King Wealth Management Group increased its holdings in shares of iShares Core S&P Small-Cap ETF by 1.6% in the 4th quarter. King Wealth Management Group now owns 200,726 shares of the exchange traded fund’s stock valued at $24,123,000 after purchasing an additional 3,219 shares in the last quarter. M3 Wealth Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at about $249,000. Integrity Alliance LLC. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 52.0% in the 4th quarter. Integrity Alliance LLC. now owns 11,984 shares of the exchange traded fund’s stock valued at $1,440,000 after purchasing an additional 4,100 shares in the last quarter. Family Office Research LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% in the 4th quarter. Family Office Research LLC now owns 20,860 shares of the exchange traded fund’s stock valued at $2,556,000 after purchasing an additional 118 shares in the last quarter. Finally, Topel & Distasi Wealth Management LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.4% in the 4th quarter. Topel & Distasi Wealth Management LLC now owns 90,146 shares of the exchange traded fund’s stock valued at $10,834,000 after purchasing an additional 358 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Up 1.6%

Shares of IJR opened at $139.59 on Wednesday. The company has a 50-day simple moving average of $131.34 and a 200-day simple moving average of $126.99. The company has a market capitalization of $104.22 billion, a PE ratio of 16.52 and a beta of 1.03. iShares Core S&P Small-Cap ETF has a 52-week low of $103.75 and a 52-week high of $139.62.

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.