Upper Left Wealth Management LLC Has $550,000 Stake in iShares Core S&P Small-Cap ETF $IJR

Upper Left Wealth Management LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,032 shares of the exchange traded fund’s stock after buying an additional 329 shares during the period. Upper Left Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $550,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Signature Resources Capital Management LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 105.8% during the 1st quarter. Signature Resources Capital Management LLC now owns 249 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 128 shares during the last quarter. Atlas Capital Advisors Inc. bought a new stake in iShares Core S&P Small-Cap ETF in the first quarter worth $26,000. N.E.W. Advisory Services LLC acquired a new position in iShares Core S&P Small-Cap ETF during the first quarter worth $28,000. Hoey Investments Inc. bought a new position in iShares Core S&P Small-Cap ETF during the first quarter valued at about $28,000. Finally, Graney & King LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 95.1% during the 1st quarter. Graney & King LLC now owns 398 shares of the exchange traded fund’s stock worth $42,000 after acquiring an additional 194 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR opened at $118.46 on Friday. The business’s 50-day simple moving average is $114.35 and its 200-day simple moving average is $107.80. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $128.61. The firm has a market cap of $86.08 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15.

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.