Steelhead Wealth Management LLC Buys New Position in iShares Core S&P Small-Cap ETF $IJR

Steelhead Wealth Management LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 8,765 shares of the exchange traded fund’s stock, valued at approximately $1,089,000.

Several other institutional investors have also added to or reduced their stakes in IJR. Bank of America Corp DE grew its position in shares of iShares Core S&P Small-Cap ETF by 6.0% during the 4th quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock valued at $4,038,700,000 after acquiring an additional 1,901,134 shares during the period. Northwestern Mutual Investment Management Company LLC lifted its position in iShares Core S&P Small-Cap ETF by 35.0% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after purchasing an additional 1,617,116 shares in the last quarter. Valpey Financial Services LLC grew its holdings in iShares Core S&P Small-Cap ETF by 12,132.4% during the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after purchasing an additional 1,393,533 shares during the period. Fifth Third Bancorp grew its holdings in iShares Core S&P Small-Cap ETF by 56.3% during the first quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock valued at $399,823,000 after purchasing an additional 1,159,049 shares during the period. Finally, Nationwide Fund Advisors increased its position in iShares Core S&P Small-Cap ETF by 98.8% in the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock worth $252,842,000 after buying an additional 1,045,425 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

NYSEARCA IJR opened at $145.46 on Monday. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $149.35. The company has a market capitalization of $109.77 billion, a P/E ratio of 16.52 and a beta of 1.01. The stock’s 50-day moving average price is $143.54 and its 200-day moving average price is $134.72.

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. 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.