Capital Advisors Wealth Management LLC Grows Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Capital Advisors Wealth Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 9.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,804 shares of the exchange traded fund’s stock after acquiring an additional 1,619 shares during the quarter. Capital Advisors Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,874,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of IJR. Moneta Group Investment Advisors LLC grew its position in iShares Core S&P Small-Cap ETF by 118,698.9% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 738,286,464 shares of the exchange traded fund’s stock valued at $69,871,431,000 after acquiring an additional 737,665,005 shares during the period. Northwestern Mutual Wealth Management Co. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 1.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 27,165,173 shares of the exchange traded fund’s stock valued at $2,571,409,000 after purchasing an additional 480,357 shares in the last quarter. Morgan Stanley grew its holdings in shares of iShares Core S&P Small-Cap ETF by 0.7% during the 4th quarter. Morgan Stanley now owns 21,166,236 shares of the exchange traded fund’s stock worth $2,003,173,000 after purchasing an additional 140,493 shares during the period. Envestnet Asset Management Inc. increased its position in iShares Core S&P Small-Cap ETF by 31.1% during the 1st quarter. Envestnet Asset Management Inc. now owns 18,801,319 shares of the exchange traded fund’s stock worth $910,830,000 after purchasing an additional 4,463,783 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its holdings in iShares Core S&P Small-Cap ETF by 8.3% in the first quarter. Bank of New York Mellon Corp now owns 15,181,380 shares of the exchange traded fund’s stock valued at $1,468,039,000 after buying an additional 1,168,351 shares during the period.

iShares Core S&P Small-Cap ETF Trading Down 0.2 %

IJR traded down $0.15 during trading on Monday, hitting $97.46. 628,721 shares of the company’s stock were exchanged, compared to its average volume of 3,890,353. The stock has a 50 day moving average price of $101.02 and a 200 day moving average price of $97.60. iShares Core S&P Small-Cap ETF has a 1 year low of $86.40 and a 1 year high of $108.24. The firm has a market cap of $68.08 billion, a P/E ratio of 12.11 and a beta of 1.15.

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.