Whitcomb & Hess Inc. Boosts Position in iShares Core S&P Small-Cap ETF $IJR

Whitcomb & Hess Inc. increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.5% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 161,762 shares of the exchange traded fund’s stock after acquiring an additional 6,999 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 4.9% of Whitcomb & Hess Inc.’s portfolio, making the stock its 6th largest position. Whitcomb & Hess Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $19,222,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of IJR. Kingstone Capital Partners Texas LLC bought a new stake in iShares Core S&P Small-Cap ETF in the second quarter valued at $2,049,784,000. Laurel Wealth Advisors LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 11,144.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock valued at $1,500,400,000 after buying an additional 13,606,522 shares during the period. Northwestern Mutual Wealth Management Co. increased its position in iShares Core S&P Small-Cap ETF by 5.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock valued at $4,513,996,000 after buying an additional 2,252,323 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in iShares Core S&P Small-Cap ETF by 1,175.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,912,735 shares of the exchange traded fund’s stock worth $200,015,000 after buying an additional 1,762,735 shares during the period. Finally, Cerity Partners LLC raised its stake in iShares Core S&P Small-Cap ETF by 50.8% during the 2nd quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock worth $410,377,000 after buying an additional 1,265,540 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $122.38 on Friday. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $125.84. The business’s 50 day simple moving average is $119.39 and its two-hundred day simple moving average is $115.71. The firm has a market cap of $88.35 billion, a P/E ratio of 16.52 and a beta of 1.08.

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.