RKL Wealth Management LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 388,358 shares of the exchange traded fund’s stock after purchasing an additional 14,130 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 4.0% of RKL Wealth Management LLC’s portfolio, making the stock its 5th largest holding. RKL Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $44,747,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors also recently modified their holdings of the company. Raymond James Financial Inc. bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth $1,637,301,000. FMR LLC increased its position in iShares Core S&P Small-Cap ETF by 5.9% during the third quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock worth $2,589,128,000 after acquiring an additional 1,230,029 shares during the period. Venturi Wealth Management LLC increased its position in iShares Core S&P Small-Cap ETF by 15,751.5% during the third quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock worth $96,945,000 after acquiring an additional 823,645 shares during the period. LPL Financial LLC increased its position in iShares Core S&P Small-Cap ETF by 5.2% during the third quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock worth $1,638,229,000 after acquiring an additional 689,382 shares during the period. Finally, JPMorgan Chase & Co. increased its position in iShares Core S&P Small-Cap ETF by 21.9% during the third quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock worth $426,794,000 after acquiring an additional 655,679 shares during the period.
iShares Core S&P Small-Cap ETF Trading Up 0.5 %
Shares of IJR stock opened at $107.81 on Friday. iShares Core S&P Small-Cap ETF has a 1 year low of $101.85 and a 1 year high of $128.61. The firm’s fifty day simple moving average is $115.57 and its 200 day simple moving average is $117.18. The firm has a market capitalization of $81.45 billion, a P/E ratio of 17.05 and a beta of 1.15.
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.
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