Sound Stewardship LLC Has $6.82 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Sound Stewardship LLC boosted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 57,420 shares of the exchange traded fund’s stock after acquiring an additional 5,848 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 3.3% of Sound Stewardship LLC’s holdings, making the stock its 13th largest holding. Sound Stewardship LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,823,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. RMG Wealth Management LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter worth approximately $27,000. Bulwark Capital Corp acquired a new position in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at $30,000. Curio Wealth LLC lifted its position in iShares Core S&P Small-Cap ETF by 26,900.0% in the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock worth $30,000 after purchasing an additional 269 shares during the period. Marshall & Sullivan Inc. WA acquired a new stake in iShares Core S&P Small-Cap ETF during the second quarter worth $38,000. Finally, Graney & King LLC increased its holdings in iShares Core S&P Small-Cap ETF by 95.1% in the 1st quarter. Graney & King LLC now owns 398 shares of the exchange traded fund’s stock valued at $42,000 after buying an additional 194 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $122.74 on Wednesday. The firm has a fifty day moving average of $119.61 and a 200-day moving average of $116.06. The stock has a market cap of $88.61 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $125.84.

About iShares Core S&P Small-Cap ETF

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.