Fiduciary Group LLC Grows Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Fiduciary Group LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.2% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 103,830 shares of the exchange traded fund’s stock after purchasing an additional 252 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.2% of Fiduciary Group LLC’s investment portfolio, making the stock its 19th largest position. Fiduciary Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,074,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IJR. Guidance Capital Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 10,195.1% in the 4th quarter. Guidance Capital Inc. now owns 260,054 shares of the exchange traded fund’s stock valued at $28,016,000 after purchasing an additional 257,528 shares in the last quarter. Vantage Financial Partners LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. Vantage Financial Partners LLC now owns 191,689 shares of the exchange traded fund’s stock valued at $20,750,000 after purchasing an additional 10,771 shares in the last quarter. Gilbert & Cook Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 12.4% during the 4th quarter. Gilbert & Cook Inc. now owns 13,476 shares of the exchange traded fund’s stock valued at $1,459,000 after acquiring an additional 1,491 shares during the last quarter. Concentrum Wealth Management increased its stake in shares of iShares Core S&P Small-Cap ETF by 130.4% during the 4th quarter. Concentrum Wealth Management now owns 9,066 shares of the exchange traded fund’s stock valued at $981,000 after acquiring an additional 5,131 shares during the last quarter. Finally, Aveo Capital Partners LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 11.2% during the 4th quarter. Aveo Capital Partners LLC now owns 18,821 shares of the exchange traded fund’s stock valued at $2,037,000 after acquiring an additional 1,902 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA IJR opened at $114.27 on Friday. iShares Core S&P Small-Cap ETF has a 12 month low of $87.32 and a 12 month high of $120.74. The company has a 50-day moving average of $112.87 and a 200-day moving average of $109.12. The company has a market cap of $82.90 billion, a P/E ratio of 12.95 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.