Lutz Financial Services LLC Increases Holdings in iShares Core S&P Small-Cap ETF $IJR

Lutz Financial Services LLC grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 191,033 shares of the exchange traded fund’s stock after acquiring an additional 11,119 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.6% of Lutz Financial Services LLC’s investment portfolio, making the stock its 15th biggest position. Lutz Financial Services LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $22,958,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Northwestern Mutual Wealth Management Co. lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.5% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after acquiring an additional 1,024,536 shares in the last quarter. Jones Financial Companies Lllp lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 549.5% in the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock worth $1,763,740,000 after buying an additional 12,593,909 shares in the last quarter. Northwestern Mutual Investment Management Company LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after buying an additional 1,617,116 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.1% in the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock worth $601,837,000 after buying an additional 112,747 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 60.1% in the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock worth $610,556,000 after buying an additional 1,928,405 shares in the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $134.40 on Tuesday. iShares Core S&P Small-Cap ETF has a one year low of $102.57 and a one year high of $139.49. The company’s fifty day moving average price is $129.82 and its 200-day moving average price is $126.20. The company has a market capitalization of $100.35 billion, a PE ratio of 16.52 and a beta of 1.03.

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. 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.