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

Wealth Care LLC purchased a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 81,240 shares of the exchange traded fund’s stock, valued at approximately $10,099,000. iShares Core S&P Small-Cap ETF makes up about 9.0% of Wealth Care LLC’s holdings, making the stock its largest position.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC lifted its position in iShares Core S&P Small-Cap ETF by 24.3% during the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after buying an additional 5,853 shares during the period. Heck Capital Advisors LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth about $55,011,000. AQR Capital Management LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 80.7% in the 1st quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock worth $1,878,000 after acquiring an additional 8,025 shares in the last quarter. Millennium Management LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 1st quarter worth about $5,503,000. Finally, United Bank lifted its position in iShares Core S&P Small-Cap ETF by 4.8% during the 2nd quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock valued at $3,593,000 after acquiring an additional 1,495 shares during the period. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $148.31 on Wednesday. iShares Core S&P Small-Cap ETF has a one year low of $107.08 and a one year high of $148.57. The company’s 50-day simple moving average is $139.15 and its 200 day simple moving average is $131.07. The firm has a market capitalization of $110.74 billion, a P/E 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.