iShares Core S&P Small-Cap ETF $IJR Shares Purchased by Fairway Wealth LLC

by · The Cerbat Gem

Fairway Wealth LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 4.4% during the 4th quarter, Holdings Channel.com reports. The fund owned 139,749 shares of the exchange traded fund’s stock after purchasing an additional 5,881 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 3.3% of Fairway Wealth LLC’s portfolio, making the stock its 13th biggest position. Fairway Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $16,795,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. raised its position in shares of iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock worth $5,029,772,000 after purchasing an additional 1,024,536 shares during the period. Jones Financial Companies Lllp lifted its stake in iShares Core S&P Small-Cap ETF by 549.5% during the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after buying an additional 12,593,909 shares in the last quarter. Ameriprise Financial Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.1% in the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock worth $601,837,000 after buying an additional 112,747 shares during the period. JPMorgan Chase & Co. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 60.1% during the third 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 during the period. Finally, Truist Financial Corp boosted its stake in iShares Core S&P Small-Cap ETF by 30.0% in the 3rd quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock worth $484,181,000 after purchasing an additional 941,459 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Up 0.4%

Shares of iShares Core S&P Small-Cap ETF stock opened at $135.62 on Thursday. iShares Core S&P Small-Cap ETF has a 12 month low of $97.61 and a 12 month high of $137.29. The stock has a market cap of $100.82 billion, a PE ratio of 16.52 and a beta of 1.02. The business has a fifty day simple moving average of $127.86 and a 200-day simple moving average of $124.19.

iShares Core S&P Small-Cap ETF Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding IJR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report).