Northwestern Mutual Wealth Management Co. Has $5.12 Billion Stock Position in iShares Core S&P Small-Cap ETF $IJR

Northwestern Mutual Wealth Management Co. grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.6% in the 4th quarter, Holdings Channel reports. The firm owned 42,562,587 shares of the exchange traded fund’s stock after purchasing an additional 235,129 shares during the period. iShares Core S&P Small-Cap ETF makes up about 3.2% of Northwestern Mutual Wealth Management Co.’s portfolio, making the stock its 5th biggest position. Northwestern Mutual Wealth Management Co. owned 0.06% of iShares Core S&P Small-Cap ETF worth $5,115,172,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in IJR. Moors & Cabot Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 12.3% in the 4th quarter. Moors & Cabot Inc. now owns 15,857 shares of the exchange traded fund’s stock worth $1,906,000 after acquiring an additional 1,738 shares in the last quarter. Houlihan Financial Resource Group Ltd. raised its position in shares of iShares Core S&P Small-Cap ETF by 101.4% in the 4th quarter. Houlihan Financial Resource Group Ltd. now owns 101,872 shares of the exchange traded fund’s stock worth $12,566,000 after acquiring an additional 51,302 shares in the last quarter. Latko Wealth Management Ltd. raised its position in shares of iShares Core S&P Small-Cap ETF by 1.9% in the 4th quarter. Latko Wealth Management Ltd. now owns 59,849 shares of the exchange traded fund’s stock worth $7,193,000 after acquiring an additional 1,116 shares in the last quarter. CFS Investment Advisory Services LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 0.9% in the 4th quarter. CFS Investment Advisory Services LLC now owns 59,502 shares of the exchange traded fund’s stock worth $7,151,000 after acquiring an additional 520 shares in the last quarter. Finally, Foundations Investment Advisors LLC raised its holdings in iShares Core S&P Small-Cap ETF by 17.0% in the fourth quarter. Foundations Investment Advisors LLC now owns 43,279 shares of the exchange traded fund’s stock worth $5,201,000 after purchasing an additional 6,274 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Up 0.1%

IJR opened at $139.72 on Friday. The stock has a fifty day simple moving average of $131.99 and a two-hundred day simple moving average of $127.30. The company has a market cap of $104.32 billion, a price-to-earnings ratio of 16.52 and a beta of 1.03. iShares Core S&P Small-Cap ETF has a 12-month low of $103.75 and a 12-month high of $140.53.

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. 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.