NewEdge Wealth LLC Boosts Holdings in iShares Core S&P Small-Cap ETF $IJR

NewEdge Wealth LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 131,858 shares of the exchange traded fund’s stock after buying an additional 6,520 shares during the quarter. NewEdge Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $16,391,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in IJR. Nvwm LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $25,000. Bank & Trust Co purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth $30,000. Networth Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF in the 4th quarter worth $40,000. DecisionPoint Financial LLC raised its holdings in iShares Core S&P Small-Cap ETF by 61.7% in 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, Evolution Wealth Management Inc. lifted its position in iShares Core S&P Small-Cap ETF by 546.3% during the fourth quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock valued at $42,000 after purchasing an additional 295 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $145.78 on Thursday. The business’s fifty day moving average is $142.15 and its 200 day moving average is $133.69. iShares Core S&P Small-Cap ETF has a fifty-two week low of $107.08 and a fifty-two week high of $149.35. The company has a market capitalization of $109.66 billion, a PE ratio of 16.52 and a beta of 1.01.

iShares Core S&P Small-Cap ETF 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.