Marble Wealth LLC Purchases New Position in iShares Core S&P Small-Cap ETF $IJR

Marble Wealth LLC purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 66,788 shares of the exchange traded fund’s stock, valued at approximately $8,027,000. iShares Core S&P Small-Cap ETF makes up about 1.1% of Marble Wealth LLC’s portfolio, making the stock its 20th biggest holding.

Several other large investors have also added to or reduced their stakes in the business. Northwestern Mutual Wealth Management Co. lifted its position in iShares Core S&P Small-Cap ETF by 0.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock valued at $5,115,172,000 after acquiring an additional 235,129 shares in the last quarter. PNC Financial Services Group Inc. lifted its position in iShares Core S&P Small-Cap ETF by 1.0% in the 4th quarter. PNC Financial Services Group Inc. now owns 7,957,626 shares of the exchange traded fund’s stock valued at $956,347,000 after acquiring an additional 79,334 shares in the last quarter. Northwestern Mutual Investment Management Company LLC lifted its position in iShares Core S&P Small-Cap ETF by 35.0% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after acquiring an additional 1,617,116 shares in the last quarter. Ameriprise Financial Inc. lifted its position in iShares Core S&P Small-Cap ETF by 2.1% in the 2nd quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock valued at $601,837,000 after acquiring an additional 112,747 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its position in iShares Core S&P Small-Cap ETF by 60.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after acquiring an additional 1,928,405 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR opened at $139.69 on Wednesday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $104.66 and a fifty-two week high of $140.53. The stock has a market cap of $104.30 billion, a price-to-earnings ratio of 16.52 and a beta of 1.03. The firm’s 50-day simple moving average is $132.63 and its 200 day simple moving average is $127.57.

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.