Curio Wealth LLC Makes New $31,000 Investment in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Curio Wealth LLC bought a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 270 shares of the exchange traded fund’s stock, valued at approximately $31,000.

Several other hedge funds have also recently bought and sold shares of IJR. Raymond James Financial Inc. acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $1,637,301,000. FMR LLC raised its holdings in iShares Core S&P Small-Cap ETF by 5.9% during the 3rd quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock worth $2,589,128,000 after buying an additional 1,230,029 shares during the period. LPL Financial LLC raised its holdings in iShares Core S&P Small-Cap ETF by 5.2% during the 3rd quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock worth $1,638,229,000 after buying an additional 689,382 shares during the period. JPMorgan Chase & Co. raised its holdings in iShares Core S&P Small-Cap ETF by 21.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock worth $426,794,000 after buying an additional 655,679 shares during the period. Finally, World Investment Advisors LLC raised its holdings in iShares Core S&P Small-Cap ETF by 362.8% during the 3rd quarter. World Investment Advisors LLC now owns 703,480 shares of the exchange traded fund’s stock worth $82,279,000 after buying an additional 551,475 shares during the period.

iShares Core S&P Small-Cap ETF Stock Up 1.1 %

NYSEARCA IJR opened at $106.12 on Tuesday. iShares Core S&P Small-Cap ETF has a 12-month low of $101.85 and a 12-month high of $128.61. The company has a market capitalization of $79.63 billion, a PE ratio of 15.91 and a beta of 1.16. The firm’s 50 day moving average is $114.27 and its 200-day moving average is $116.78.

iShares Core S&P Small-Cap ETF 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.