Waverly Advisors LLC Grows Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Waverly Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 31.8% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 141,447 shares of the exchange traded fund’s stock after acquiring an additional 34,143 shares during the period. Waverly Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $20,978,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Resources Management Corp CT ADV grew its stake in shares of iShares Core S&P Small-Cap ETF by 144.7% in the 1st quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 123 shares during the last quarter. BankChampaign National Association acquired a new position in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at approximately $26,000. Investors Research Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the second quarter worth approximately $33,000. Integrity Financial Corp WA purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the second quarter worth approximately $45,000. Finally, Kopp Family Office LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 134.8% during the second quarter. Kopp Family Office LLC now owns 331 shares of the exchange traded fund’s stock worth $49,000 after purchasing an additional 190 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA IJR opened at $144.25 on Wednesday. The stock has a fifty day moving average price of $146.48 and a 200 day moving average price of $138.13. iShares Core S&P Small-Cap ETF has a 1-year low of $112.00 and a 1-year high of $150.69. The company has a market cap of $108.74 billion, a PE ratio of 16.52 and a beta of 1.01.

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.