Heartwood Wealth Advisors LLC Buys 310 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Heartwood Wealth Advisors LLC lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,256 shares of the exchange traded fund’s stock after purchasing an additional 310 shares during the period. Heartwood Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $461,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IJR. Ironwood Wealth Management LLC. grew its holdings in iShares Core S&P Small-Cap ETF by 8.3% during the 1st quarter. Ironwood Wealth Management LLC. now owns 78,641 shares of the exchange traded fund’s stock worth $8,484,000 after acquiring an additional 6,036 shares in the last quarter. United Bank raised its position in shares of iShares Core S&P Small-Cap ETF by 5.6% in the 1st quarter. United Bank now owns 27,546 shares of the exchange traded fund’s stock valued at $2,972,000 after purchasing an additional 1,456 shares during the last quarter. Rhumbline Advisers raised its position in shares of iShares Core S&P Small-Cap ETF by 67.2% in the 1st quarter. Rhumbline Advisers now owns 52,705 shares of the exchange traded fund’s stock valued at $5,686,000 after purchasing an additional 21,177 shares during the last quarter. Cibc World Market Inc. raised its position in iShares Core S&P Small-Cap ETF by 4.8% during the 1st quarter. Cibc World Market Inc. now owns 24,791 shares of the exchange traded fund’s stock worth $2,674,000 after buying an additional 1,128 shares during the last quarter. Finally, Vontobel Holding Ltd. raised its position in iShares Core S&P Small-Cap ETF by 19.7% during the 1st quarter. Vontobel Holding Ltd. now owns 8,847 shares of the exchange traded fund’s stock worth $954,000 after buying an additional 1,455 shares during the last quarter.

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

IJR opened at $107.38 on Wednesday. The firm has a market capitalization of $75.00 billion, a PE ratio of 12.11 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 12-month low of $87.32 and a 12-month high of $110.55. The firm has a 50 day moving average of $106.19 and a two-hundred day moving average of $100.56.

iShares Core S&P Small-Cap ETF 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.