iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Acquired by Occidental Asset Management LLC

Occidental Asset Management LLC increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 202.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,093 shares of the exchange traded fund’s stock after buying an additional 8,767 shares during the period. Occidental Asset Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,509,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Ironwood Wealth Management LLC. lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.7% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 102,190 shares of the exchange traded fund’s stock worth $10,900,000 after purchasing an additional 2,705 shares during the last quarter. Mutual of America Capital Management LLC raised its stake in iShares Core S&P Small-Cap ETF by 9.0% in the second quarter. Mutual of America Capital Management LLC now owns 31,692 shares of the exchange traded fund’s stock valued at $3,380,000 after buying an additional 2,619 shares in the last quarter. Vanguard Personalized Indexing Management LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the 2nd quarter worth about $248,000. Blair William & Co. IL boosted its position in shares of iShares Core S&P Small-Cap ETF by 20.6% during the 2nd quarter. Blair William & Co. IL now owns 273,293 shares of the exchange traded fund’s stock worth $29,149,000 after acquiring an additional 46,747 shares in the last quarter. Finally, Waterloo Capital L.P. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 1.8% in the 2nd quarter. Waterloo Capital L.P. now owns 11,589 shares of the exchange traded fund’s stock valued at $1,236,000 after acquiring an additional 210 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR opened at $117.37 on Friday. The stock’s 50-day simple moving average is $120.48 and its 200-day simple moving average is $116.15. The firm has a market capitalization of $85.15 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.50 and a fifty-two 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.