Lee Financial Co Acquires 1,423 Shares of iShares Core S&P Small-Cap ETF $IJR

Lee Financial Co grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.2% in the second quarter, HoldingsChannel.com reports. The fund owned 46,494 shares of the exchange traded fund’s stock after purchasing an additional 1,423 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 0.7% of Lee Financial Co’s investment portfolio, making the stock its 20th largest holding. Lee Financial Co’s holdings in iShares Core S&P Small-Cap ETF were worth $5,081,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. lifted its position in iShares Core S&P Small-Cap ETF by 2.4% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 39,050,599 shares of the exchange traded fund’s stock worth $4,083,521,000 after buying an additional 923,688 shares during the last quarter. Kingstone Capital Partners Texas LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter valued at approximately $2,049,784,000. LPL Financial LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 1.6% during the first quarter. LPL Financial LLC now owns 15,897,788 shares of the exchange traded fund’s stock valued at $1,662,432,000 after buying an additional 251,169 shares during the period. Northern Trust Corp lifted its holdings in iShares Core S&P Small-Cap ETF by 3.1% in the first quarter. Northern Trust Corp now owns 9,633,447 shares of the exchange traded fund’s stock worth $1,007,370,000 after buying an additional 288,514 shares during the period. Finally, Goldman Sachs Group Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 3.9% in the first quarter. Goldman Sachs Group Inc. now owns 9,253,027 shares of the exchange traded fund’s stock worth $967,589,000 after buying an additional 347,117 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $117.95 on Friday. The firm’s 50-day moving average price is $116.84 and its 200-day moving average price is $109.38. The company has a market capitalization of $85.24 billion, a PE ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-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.