Melone Private Wealth LLC Grows Position in iShares Core S&P Small-Cap ETF $IJR

Melone Private Wealth LLC lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 84.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 108,593 shares of the exchange traded fund’s stock after buying an additional 49,792 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 5.5% of Melone Private Wealth LLC’s holdings, making the stock its 5th largest position. Melone Private Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $13,051,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of IJR. Vigilare Wealth Management bought a new position in iShares Core S&P Small-Cap ETF in the 4th quarter worth $3,724,000. St. Louis Financial Planners Asset Management LLC acquired a new position in iShares Core S&P Small-Cap ETF during the 4th quarter worth $1,210,000. KFA Private Wealth Group LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 0.9% during the fourth quarter. KFA Private Wealth Group LLC now owns 90,513 shares of the exchange traded fund’s stock valued at $10,878,000 after acquiring an additional 785 shares during the period. Corsicana & Co. boosted its holdings in iShares Core S&P Small-Cap ETF by 7.8% during the fourth quarter. Corsicana & Co. now owns 11,942 shares of the exchange traded fund’s stock valued at $1,435,000 after acquiring an additional 860 shares during the period. Finally, Riversedge Advisors LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 22.3% in the fourth quarter. Riversedge Advisors LLC now owns 141,414 shares of the exchange traded fund’s stock valued at $16,995,000 after purchasing an additional 25,758 shares during the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

iShares Core S&P Small-Cap ETF stock opened at $120.41 on Friday. The business’s 50-day simple moving average is $128.04 and its 200-day simple moving average is $122.60. The firm has a market capitalization of $88.54 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $133.52.

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.