Fortitude Family Office LLC Has $4.95 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Fortitude Family Office LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 16.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,624 shares of the exchange traded fund’s stock after purchasing an additional 5,824 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 1.3% of Fortitude Family Office LLC’s portfolio, making the stock its 19th largest position. Fortitude Family Office LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,946,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 24.3% during the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after buying an additional 5,853 shares during the last quarter. Heck Capital Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $55,011,000. Invesco Ltd. boosted its position in iShares Core S&P Small-Cap ETF by 2.8% during the first quarter. Invesco Ltd. now owns 6,918 shares of the exchange traded fund’s stock valued at $723,000 after purchasing an additional 191 shares during the last quarter. Trexquant Investment LP acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 1st quarter worth approximately $548,000. Finally, Focus Partners Advisor Solutions LLC increased its holdings in iShares Core S&P Small-Cap ETF by 7.0% during the first quarter. Focus Partners Advisor Solutions LLC now owns 29,964 shares of the exchange traded fund’s stock worth $3,133,000 after buying an additional 1,961 shares during the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

iShares Core S&P Small-Cap ETF stock opened at $122.53 on Tuesday. The stock has a 50-day simple moving average of $119.97 and a 200 day simple moving average of $116.46. The stock has a market capitalization of $88.46 billion, a P/E 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.

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.