iShares Core S&P Small-Cap ETF $IJR Position Raised by Legacy Advisors LLC

Legacy Advisors LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 20.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 270,302 shares of the exchange traded fund’s stock after purchasing an additional 45,738 shares during the period. iShares Core S&P Small-Cap ETF accounts for 2.7% of Legacy Advisors LLC’s investment portfolio, making the stock its 7th largest holding. Legacy Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $32,485,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Westmount Partners LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 0.3% in the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock valued at $3,131,000 after purchasing an additional 79 shares during the last quarter. Lazari Capital Management Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.4% in the 4th quarter. Lazari Capital Management Inc. now owns 5,901 shares of the exchange traded fund’s stock valued at $709,000 after buying an additional 80 shares in the last quarter. Centurion Wealth Management LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.1% in the 4th quarter. Centurion Wealth Management LLC now owns 7,535 shares of the exchange traded fund’s stock valued at $906,000 after buying an additional 81 shares in the last quarter. Intergy Private Wealth LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% in the 4th quarter. Intergy Private Wealth LLC now owns 14,545 shares of the exchange traded fund’s stock valued at $1,748,000 after buying an additional 81 shares in the last quarter. Finally, Obermeyer Wealth Partners boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% in the 3rd quarter. Obermeyer Wealth Partners now owns 17,999 shares of the exchange traded fund’s stock valued at $2,139,000 after buying an additional 83 shares in the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Trading Up 0.6%

Shares of iShares Core S&P Small-Cap ETF stock opened at $136.15 on Tuesday. The company has a fifty day simple moving average of $127.72 and a 200-day simple moving average of $124.00. iShares Core S&P Small-Cap ETF has a 12-month low of $93.37 and a 12-month high of $136.53. The stock has a market cap of $101.21 billion, a price-to-earnings 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.