Kellett Wealth Advisors LLC Increases Stock Position in iShares Core S&P Small-Cap ETF $IJR

Kellett Wealth Advisors LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.8% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 13,366 shares of the exchange traded fund’s stock after purchasing an additional 232 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.0% of Kellett Wealth Advisors LLC’s portfolio, making the stock its 19th largest holding. Kellett Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,461,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in IJR. Brighton Jones LLC grew its position in iShares Core S&P Small-Cap ETF by 24.3% during the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after buying an additional 5,853 shares during the period. Heck Capital Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $55,011,000. GAMMA Investing LLC grew its position in iShares Core S&P Small-Cap ETF by 5.9% during the first quarter. GAMMA Investing LLC now owns 18,689 shares of the exchange traded fund’s stock valued at $1,954,000 after buying an additional 1,041 shares during the period. Wealth Enhancement Advisory Services LLC grew its position in iShares Core S&P Small-Cap ETF by 0.7% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 1,356,364 shares of the exchange traded fund’s stock valued at $141,835,000 after buying an additional 8,972 shares during the period. Finally, Abound Wealth Management grew its position in iShares Core S&P Small-Cap ETF by 6.7% during the first quarter. Abound Wealth Management now owns 374,191 shares of the exchange traded fund’s stock valued at $39,129,000 after buying an additional 23,378 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $116.58 on Tuesday. The firm has a market cap of $84.35 billion, a P/E ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $128.61. The firm has a 50-day moving average of $117.09 and a 200 day moving average of $109.55.

About iShares Core S&P Small-Cap ETF

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.