Wellspring Financial Advisors LLC Raises Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Wellspring Financial Advisors LLC raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 15.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 531,324 shares of the exchange traded fund’s stock after acquiring an additional 72,409 shares during the period. iShares Core S&P Small-Cap ETF makes up 1.0% of Wellspring Financial Advisors LLC’s portfolio, making the stock its 16th biggest position. Wellspring Financial Advisors LLC owned about 0.07% of iShares Core S&P Small-Cap ETF worth $61,219,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IJR. Financial Life Planners acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $25,000. Millstone Evans Group LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $30,000. Curio Wealth LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth $31,000. Bradley & Co. Private Wealth Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at $33,000. Finally, Murphy & Mullick Capital Management Corp acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $40,000.

iShares Core S&P Small-Cap ETF Trading Down 4.3 %

Shares of NYSEARCA IJR opened at $94.63 on Monday. The stock has a fifty day moving average price of $110.86 and a 200 day moving average price of $115.94. iShares Core S&P Small-Cap ETF has a 12-month low of $90.54 and a 12-month high of $128.61. The company has a market cap of $70.92 billion, a P/E ratio of 15.73 and a beta of 1.08.

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.