iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Tandem Wealth Advisors LLC’s 10th Largest Position

Tandem Wealth Advisors LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,654 shares of the exchange traded fund’s stock after selling 3,136 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 4.2% of Tandem Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest holding. Tandem Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $8,141,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Dana Investment Advisors Inc. increased its stake in iShares Core S&P Small-Cap ETF by 3.1% in the 4th quarter. Dana Investment Advisors Inc. now owns 22,059 shares of the exchange traded fund’s stock valued at $2,542,000 after buying an additional 656 shares during the period. Clearwater Capital Advisors LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 4.1% during the 4th quarter. Clearwater Capital Advisors LLC now owns 12,615 shares of the exchange traded fund’s stock valued at $1,454,000 after acquiring an additional 496 shares in the last quarter. TFC Financial Management Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 1.5% in the fourth quarter. TFC Financial Management Inc. now owns 15,347 shares of the exchange traded fund’s stock worth $1,768,000 after acquiring an additional 231 shares during the last quarter. Glenview Trust co raised its holdings in shares of iShares Core S&P Small-Cap ETF by 1.5% during the fourth quarter. Glenview Trust co now owns 664,801 shares of the exchange traded fund’s stock worth $76,598,000 after acquiring an additional 9,553 shares in the last quarter. Finally, Shoker Investment Counsel Inc. boosted its position in iShares Core S&P Small-Cap ETF by 1.4% during the fourth quarter. Shoker Investment Counsel Inc. now owns 269,576 shares of the exchange traded fund’s stock valued at $31,061,000 after purchasing an additional 3,709 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA IJR opened at $94.22 on Friday. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $128.61. The business’s 50-day moving average price is $107.96 and its two-hundred day moving average price is $115.00. The company has a market capitalization of $70.61 billion, a P/E ratio of 15.73 and a beta of 1.08.

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.