Asset Dedication LLC Boosts Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Asset Dedication LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 9.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,024 shares of the exchange traded fund’s stock after purchasing an additional 1,027 shares during the period. Asset Dedication LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,385,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Verus Wealth Management LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth about $3,725,000. Fulton Breakefield Broenniman LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.8% during the fourth quarter. Fulton Breakefield Broenniman LLC now owns 337,503 shares of the exchange traded fund’s stock worth $38,887,000 after purchasing an additional 2,751 shares during the period. Gateway Wealth Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.0% during the fourth quarter. Gateway Wealth Partners LLC now owns 37,657 shares of the exchange traded fund’s stock worth $4,339,000 after purchasing an additional 360 shares during the period. Signature Wealth Management Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 13.3% during the fourth quarter. Signature Wealth Management Partners LLC now owns 2,976 shares of the exchange traded fund’s stock worth $343,000 after purchasing an additional 349 shares during the period. Finally, Southern Style Financial Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth about $4,003,000.

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

iShares Core S&P Small-Cap ETF stock opened at $118.70 on Wednesday. The firm has a 50-day moving average of $119.74 and a 200-day moving average of $116.96. The firm has a market cap of $86.12 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 1-year low of $101.85 and a 1-year high of $128.61.

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.