NerdWallet Wealth Partners LLC Grows Stock Position in iShares Core S&P Small-Cap ETF $IJR

NerdWallet Wealth Partners LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 41.3% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 22,810 shares of the exchange traded fund’s stock after acquiring an additional 6,670 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 1.2% of NerdWallet Wealth Partners LLC’s portfolio, making the stock its 13th largest holding. NerdWallet Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,382,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock worth $5,115,172,000 after acquiring an additional 235,129 shares during the period. Bank of America Corp DE raised its stake in shares of iShares Core S&P Small-Cap ETF by 0.6% during the 1st quarter. Bank of America Corp DE now owns 33,815,305 shares of the exchange traded fund’s stock valued at $4,203,581,000 after purchasing an additional 209,882 shares during the period. Morgan Stanley raised its stake in shares of iShares Core S&P Small-Cap ETF by 0.5% during the 4th quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock valued at $2,170,943,000 after purchasing an additional 86,538 shares during the period. LPL Financial LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% during the 4th quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock valued at $2,106,229,000 after purchasing an additional 992,984 shares during the period. Finally, Raymond James Financial Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 2.7% during the 4th quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock worth $1,693,999,000 after purchasing an additional 366,136 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

Shares of IJR opened at $147.82 on Friday. iShares Core S&P Small-Cap ETF has a 52-week low of $110.05 and a 52-week high of $150.69. The stock’s 50-day simple moving average is $144.32 and its 200 day simple moving average is $135.31. The stock has a market capitalization of $111.43 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01.

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.