Montag A & Associates Inc. Increases Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Montag A & Associates Inc. raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 168.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 169,851 shares of the exchange traded fund’s stock after purchasing an additional 106,695 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 0.9% of Montag A & Associates Inc.’s portfolio, making the stock its 25th largest position. Montag A & Associates Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $19,570,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of IJR. Capital City Trust Co. FL raised its holdings in iShares Core S&P Small-Cap ETF by 2.0% in the 3rd quarter. Capital City Trust Co. FL now owns 4,414 shares of the exchange traded fund’s stock worth $516,000 after purchasing an additional 85 shares during the period. Commonwealth Financial Services LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 1.3% during the 4th quarter. Commonwealth Financial Services LLC now owns 6,393 shares of the exchange traded fund’s stock worth $737,000 after buying an additional 85 shares during the period. Bank of New Hampshire lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.4% during the 4th quarter. Bank of New Hampshire now owns 3,727 shares of the exchange traded fund’s stock valued at $429,000 after buying an additional 88 shares in the last quarter. Clear Harbor Asset Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 2.8% in the 4th quarter. Clear Harbor Asset Management LLC now owns 3,302 shares of the exchange traded fund’s stock valued at $381,000 after acquiring an additional 90 shares during the period. Finally, Riggs Asset Managment Co. Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 50.6% in the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after acquiring an additional 91 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Down 0.1 %

Shares of NYSEARCA IJR opened at $117.09 on Friday. The firm has a market cap of $84.95 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The company’s 50-day simple moving average is $117.76 and its 200-day simple moving average is $117.14. iShares Core S&P Small-Cap ETF has a 52-week low of $101.85 and a 52-week high of $128.61.

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.