Trilogy Capital Inc. Boosts Position in iShares Core S&P Small-Cap ETF $IJR

Trilogy Capital Inc. raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 20.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 343,025 shares of the exchange traded fund’s stock after buying an additional 59,207 shares during the period. iShares Core S&P Small-Cap ETF comprises 1.9% of Trilogy Capital Inc.’s investment portfolio, making the stock its 12th largest position. Trilogy Capital Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $42,641,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Nvwm LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at $25,000. Bank & Trust Co acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $30,000. Networth Advisors LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth $40,000. DecisionPoint Financial LLC boosted its position in iShares Core S&P Small-Cap ETF by 61.7% during the 4th quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock worth $42,000 after purchasing an additional 132 shares during the period. Finally, Richardson Financial Services Inc. acquired a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $42,000. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $147.41 on Friday. The business’s 50-day moving average is $138.59 and its two-hundred day moving average is $130.65. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $147.60. The firm has a market capitalization of $110.06 billion, a PE ratio of 16.52 and a beta of 1.02.

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.