Stephenson & Company Inc. Has $5.71 Million Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Stephenson & Company Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 48,815 shares of the exchange traded fund’s stock after acquiring an additional 1,333 shares during the period. iShares Core S&P Small-Cap ETF makes up 3.9% of Stephenson & Company Inc.’s holdings, making the stock its 7th biggest holding. Stephenson & Company Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $5,709,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. grew its position in iShares Core S&P Small-Cap ETF by 3.4% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock worth $3,723,730,000 after purchasing an additional 1,149,045 shares in the last quarter. Envestnet Asset Management Inc. grew its position in shares of iShares Core S&P Small-Cap ETF by 98.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock valued at $1,825,266,000 after acquiring an additional 8,492,105 shares during the period. LPL Financial LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 2.5% during the 2nd quarter. LPL Financial LLC now owns 13,317,367 shares of the exchange traded fund’s stock worth $1,420,430,000 after purchasing an additional 324,829 shares during the last quarter. Raymond James & Associates increased its stake in shares of iShares Core S&P Small-Cap ETF by 1.4% during the 3rd quarter. Raymond James & Associates now owns 9,904,939 shares of the exchange traded fund’s stock worth $1,158,482,000 after purchasing an additional 133,903 shares during the last quarter. Finally, First Command Advisory Services Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 1.0% during the 2nd quarter. First Command Advisory Services Inc. now owns 8,681,654 shares of the exchange traded fund’s stock worth $926,212,000 after purchasing an additional 84,327 shares during the last quarter.

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

Shares of IJR stock opened at $115.78 on Thursday. The company has a 50 day moving average of $115.15 and a 200-day moving average of $111.06. iShares Core S&P Small-Cap ETF has a 12-month low of $88.03 and a 12-month high of $120.74. The firm has a market cap of $84.00 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.