iShares Core S&P Small-Cap ETF $IJR Shares Purchased by Valpey Financial Services LLC

Valpey Financial Services LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12,132.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,405,019 shares of the exchange traded fund’s stock after purchasing an additional 1,393,533 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 0.9% of Valpey Financial Services LLC’s investment portfolio, making the stock its 29th largest holding. Valpey Financial Services LLC owned about 0.19% of iShares Core S&P Small-Cap ETF worth $168,855,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Pasadena Private Wealth LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 0.7% in the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock worth $1,267,000 after purchasing an additional 76 shares during the period. Flavin Financial Services Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 0.4% in the fourth quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after purchasing an additional 78 shares during the period. Westmount Partners LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 0.3% in the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after purchasing an additional 79 shares during the period. Kapstone Financial Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 4.3% in the fourth quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock worth $229,000 after purchasing an additional 79 shares during the period. Finally, Lazari Capital Management Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 1.4% in the fourth quarter. Lazari Capital Management Inc. now owns 5,901 shares of the exchange traded fund’s stock worth $709,000 after purchasing an additional 80 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $139.72 on Friday. iShares Core S&P Small-Cap ETF has a 1 year low of $103.75 and a 1 year high of $140.53. The company has a market cap of $104.32 billion, a price-to-earnings ratio of 16.52 and a beta of 1.03. The firm has a fifty day moving average of $131.99 and a 200-day moving average of $127.30.

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.