Horizons Wealth Management Purchases New Holdings in iShares Core S&P Small-Cap ETF $IJR

Horizons Wealth Management acquired a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the third quarter, Holdings Channel.com reports. The firm acquired 6,495 shares of the exchange traded fund’s stock, valued at approximately $884,000. iShares Core S&P Small-Cap ETF makes up about 0.6% of Horizons Wealth Management’s investment portfolio, making the stock its 28th largest position.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Shelter Ins Retirement Plan bought a new stake in iShares Core S&P Small-Cap ETF in the second quarter valued at about $81,616,106,000. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Core S&P Small-Cap ETF by 2.6% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 44,570,998 shares of the exchange traded fund’s stock valued at $6,610,325,000 after purchasing an additional 1,132,592 shares in the last quarter. Bank of America Corp DE boosted its holdings in iShares Core S&P Small-Cap ETF by 0.6% during the first 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 in the last quarter. LPL Financial LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% in 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, Baird Financial Group Inc. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2.2% in the 2nd quarter. Baird Financial Group Inc. now owns 6,603,976 shares of the exchange traded fund’s stock worth $979,436,000 after buying an additional 139,898 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock traded up $0.65 during midday trading on Monday, hitting $139.17. 1,498,031 shares of the company were exchanged, compared to its average volume of 4,684,992. The firm has a market cap of $104.96 billion, a P/E ratio of 16.52 and a beta of 1.03. iShares Core S&P Small-Cap ETF has a 52 week low of $112.00 and a 52 week high of $150.69. The firm has a 50 day simple moving average of $144.09 and a 200-day simple moving average of $139.59.

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.