Stephenson & Company Inc. Purchases 2,473 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Stephenson & Company Inc. lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 51,288 shares of the exchange traded fund’s stock after buying an additional 2,473 shares during the period. iShares Core S&P Small-Cap ETF comprises approximately 4.0% of Stephenson & Company Inc.’s portfolio, making the stock its 7th biggest position. Stephenson & Company Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $5,909,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Versant Capital Management Inc lifted its position in iShares Core S&P Small-Cap ETF by 71.9% in the 4th quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock worth $188,000 after buying an additional 683 shares in the last quarter. Sendero Wealth Management LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 29.1% in the third quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock worth $671,000 after acquiring an additional 1,291 shares during the last quarter. Joel Isaacson & Co. LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2.3% during the third quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock worth $2,283,000 after acquiring an additional 444 shares in the last quarter. Towerpoint Wealth LLC boosted its position in iShares Core S&P Small-Cap ETF by 29.7% during the third quarter. Towerpoint Wealth LLC now owns 2,445 shares of the exchange traded fund’s stock valued at $286,000 after purchasing an additional 560 shares during the last quarter. Finally, MidAtlantic Capital Management Inc. purchased a new position in iShares Core S&P Small-Cap ETF in the third quarter valued at about $4,839,000.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR stock opened at $118.44 on Friday. The firm has a market cap of $85.93 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.85 and a fifty-two week high of $128.61. The stock’s 50-day moving average is $119.62 and its two-hundred day moving average is $116.98.

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.