Continuum Wealth Advisors LLC Increases Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Continuum Wealth Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,975 shares of the exchange traded fund’s stock after purchasing an additional 484 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 0.9% of Continuum Wealth Advisors LLC’s portfolio, making the stock its 15th largest position. Continuum Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,405,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Moneta Group Investment Advisors LLC raised its holdings in iShares Core S&P Small-Cap ETF by 118,698.9% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 738,286,464 shares of the exchange traded fund’s stock worth $69,871,431,000 after purchasing an additional 737,665,005 shares in the last quarter. Morgan Stanley increased its holdings in iShares Core S&P Small-Cap ETF by 0.7% in the fourth quarter. Morgan Stanley now owns 21,166,236 shares of the exchange traded fund’s stock valued at $2,003,173,000 after buying an additional 140,493 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in iShares Core S&P Small-Cap ETF by 7.5% in the third quarter. Bank of New York Mellon Corp now owns 17,414,739 shares of the exchange traded fund’s stock valued at $1,642,732,000 after buying an additional 1,214,523 shares in the last quarter. FMR LLC increased its holdings in iShares Core S&P Small-Cap ETF by 0.6% in the third quarter. FMR LLC now owns 13,473,730 shares of the exchange traded fund’s stock valued at $1,270,977,000 after buying an additional 76,899 shares in the last quarter. Finally, LPL Financial LLC increased its holdings in iShares Core S&P Small-Cap ETF by 3.4% in the third quarter. LPL Financial LLC now owns 11,422,572 shares of the exchange traded fund’s stock valued at $1,077,491,000 after buying an additional 372,791 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

iShares Core S&P Small-Cap ETF stock traded down $0.85 during mid-day trading on Wednesday, reaching $102.13. The company had a trading volume of 4,056,325 shares, compared to its average volume of 4,458,553. iShares Core S&P Small-Cap ETF has a 1 year low of $87.32 and a 1 year high of $111.16. The company has a market capitalization of $74.40 billion, a P/E ratio of 12.80 and a beta of 1.18. The stock’s 50-day simple moving average is $107.02 and its 200-day simple moving average is $101.85.

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.