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

Wellspring Financial Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 15.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 531,324 shares of the exchange traded fund’s stock after acquiring an additional 72,409 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 1.0% of Wellspring Financial Advisors LLC’s investment portfolio, making the stock its 16th biggest position. Wellspring Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $61,219,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Financial Life Planners purchased a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $25,000. Millstone Evans Group LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $30,000. Curio Wealth LLC bought 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 acquired a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $33,000. Finally, Murphy & Mullick Capital Management Corp bought a new position in iShares Core S&P Small-Cap ETF during the 4th quarter valued at $40,000.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $94.63 on Monday. iShares Core S&P Small-Cap ETF has a 1-year low of $90.54 and a 1-year high of $128.61. The company has a 50-day moving average of $110.86 and a 200-day moving average of $115.94. The company has a market capitalization 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.