Maridea Wealth Management LLC Makes New Investment in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Maridea Wealth Management LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 2,105 shares of the exchange traded fund’s stock, valued at approximately $243,000.

Several other institutional investors have also recently added to or reduced their stakes in IJR. RiverFront Investment Group LLC boosted its stake in iShares Core S&P Small-Cap ETF by 131.9% in the 4th quarter. RiverFront Investment Group LLC now owns 535,776 shares of the exchange traded fund’s stock worth $61,732,000 after buying an additional 304,736 shares during the last quarter. Vertex Planning Partners LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.4% during the 4th quarter. Vertex Planning Partners LLC now owns 7,569 shares of the exchange traded fund’s stock worth $872,000 after acquiring an additional 105 shares during the period. Riverchase Wealth Management LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth approximately $1,149,000. Orion Portfolio Solutions LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.9% in the fourth quarter. Orion Portfolio Solutions LLC now owns 132,780 shares of the exchange traded fund’s stock worth $15,299,000 after acquiring an additional 3,734 shares during the last quarter. Finally, Tepp RIA LLC purchased a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $254,000.

iShares Core S&P Small-Cap ETF Stock Down 2.2 %

NYSEARCA:IJR opened at $104.01 on Friday. 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 firm’s 50 day moving average is $112.58 and its two-hundred day moving average is $116.34. The company has a market cap of $78.05 billion, a P/E ratio of 15.91 and a beta of 1.16.

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.