Factor Wealth Management LTD Acquires 62,865 Shares of iShares Core S&P Small-Cap ETF $IJR

Factor Wealth Management LTD raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 100.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 125,220 shares of the exchange traded fund’s stock after acquiring an additional 62,865 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 2.9% of Factor Wealth Management LTD’s portfolio, making the stock its 8th largest position. Factor Wealth Management LTD’s holdings in iShares Core S&P Small-Cap ETF were worth $15,566,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares Core S&P Small-Cap ETF by 0.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock worth $5,115,172,000 after purchasing an additional 235,129 shares during the last quarter. Bank of America Corp DE grew its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after purchasing an additional 1,901,134 shares during the period. Morgan Stanley increased its holdings in iShares Core S&P Small-Cap ETF by 0.5% in the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock valued at $2,170,943,000 after purchasing an additional 86,538 shares during the last quarter. LPL Financial LLC increased its holdings in iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock valued at $2,106,229,000 after purchasing an additional 992,984 shares during the last quarter. Finally, Raymond James Financial Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 2.7% in the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock valued at $1,693,999,000 after purchasing an additional 366,136 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 1.2%

NYSEARCA:IJR opened at $144.42 on Thursday. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $145.33. The firm has a market capitalization of $107.83 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. The business’s 50-day moving average price is $138.01 and its two-hundred day moving average price is $130.36.

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.