Independent Solutions Wealth Management LLC Buys 1,744 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Independent Solutions Wealth Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.8% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 47,115 shares of the exchange traded fund’s stock after purchasing an additional 1,744 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 1.1% of Independent Solutions Wealth Management LLC’s portfolio, making the stock its 26th biggest position. Independent Solutions Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,925,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Founders Financial Alliance LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 2.0% during the 4th quarter. Founders Financial Alliance LLC now owns 4,697 shares of the exchange traded fund’s stock valued at $541,000 after buying an additional 91 shares in the last quarter. Plancorp LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Plancorp LLC now owns 19,084 shares of the exchange traded fund’s stock worth $2,199,000 after buying an additional 96 shares during the period. Blueprint Investment Partners LLC boosted its position in iShares Core S&P Small-Cap ETF by 2.3% during the fourth quarter. Blueprint Investment Partners LLC now owns 4,385 shares of the exchange traded fund’s stock valued at $505,000 after purchasing an additional 98 shares in the last quarter. Peloton Wealth Strategists grew its position in shares of iShares Core S&P Small-Cap ETF by 3.3% in the 4th quarter. Peloton Wealth Strategists now owns 3,174 shares of the exchange traded fund’s stock worth $366,000 after buying an additional 100 shares during the last quarter. Finally, Vertex Planning Partners LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 1.4% during the fourth quarter. Vertex Planning Partners LLC now owns 7,569 shares of the exchange traded fund’s stock worth $872,000 after purchasing an additional 105 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

iShares Core S&P Small-Cap ETF stock opened at $108.64 on Wednesday. The stock has a market cap of $78.45 billion, a PE ratio of 16.52 and a beta of 1.08. The stock has a 50-day moving average of $104.21 and a two-hundred day moving average of $109.22. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $128.61.

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.