Southern Style Financial Inc. Makes New Investment in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Southern Style Financial Inc. purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 34,735 shares of the exchange traded fund’s stock, valued at approximately $4,003,000. iShares Core S&P Small-Cap ETF accounts for 3.2% of Southern Style Financial Inc.’s investment portfolio, making the stock its 7th biggest holding.

A number of other hedge funds also recently made changes to their positions in the business. Versant Capital Management Inc raised its stake in iShares Core S&P Small-Cap ETF by 71.9% during the 4th quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock valued at $188,000 after acquiring an additional 683 shares in the last quarter. Sendero Wealth Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 29.1% during the third quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock valued at $671,000 after purchasing an additional 1,291 shares in the last quarter. Joel Isaacson & Co. LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 2.3% during the third quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock valued at $2,283,000 after purchasing an additional 444 shares in the last quarter. Granite Bay Wealth Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 44.0% in the second quarter. Granite Bay Wealth Management LLC now owns 99,502 shares of the exchange traded fund’s stock worth $10,613,000 after purchasing an additional 30,416 shares during the period. Finally, Towerpoint Wealth LLC grew its position in iShares Core S&P Small-Cap ETF by 29.7% in the 3rd quarter. Towerpoint Wealth LLC now owns 2,445 shares of the exchange traded fund’s stock valued at $286,000 after buying an additional 560 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.1 %

IJR stock opened at $118.70 on Wednesday. The firm’s 50-day moving average is $119.78 and its two-hundred day moving average is $116.90. The company has a market capitalization of $86.12 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 52 week low of $101.85 and a 52 week high of $128.61.

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.