NewSquare Capital LLC Has $10.17 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

NewSquare Capital LLC decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 50.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 97,236 shares of the exchange traded fund’s stock after selling 100,521 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 1.0% of NewSquare Capital LLC’s holdings, making the stock its 28th largest holding. NewSquare Capital LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,168,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Zhang Financial LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 1.4% during the 4th quarter. Zhang Financial LLC now owns 15,746 shares of the exchange traded fund’s stock worth $1,705,000 after buying an additional 212 shares in the last quarter. Fusion Family Wealth LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 128.8% during the 4th quarter. Fusion Family Wealth LLC now owns 155,572 shares of the exchange traded fund’s stock worth $16,841,000 after buying an additional 87,564 shares in the last quarter. Lowe Brockenbrough & Co. Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 4.8% during the 3rd quarter. Lowe Brockenbrough & Co. Inc. now owns 141,719 shares of the exchange traded fund’s stock worth $13,433,000 after buying an additional 6,504 shares in the last quarter. Stockman Wealth Management Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 5.5% in the 4th quarter. Stockman Wealth Management Inc. now owns 351,341 shares of the exchange traded fund’s stock valued at $38,033,000 after purchasing an additional 18,216 shares during the period. Finally, Calamos Wealth Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 4,436.3% in the 4th quarter. Calamos Wealth Management LLC now owns 361,222 shares of the exchange traded fund’s stock valued at $39,102,000 after purchasing an additional 353,259 shares during the period.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR stock traded up $1.85 during trading hours on Tuesday, reaching $105.96. The company had a trading volume of 3,006,124 shares, compared to its average volume of 4,413,514. The company has a 50 day moving average of $106.82 and a 200 day moving average of $102.16. The firm has a market cap of $77.19 billion, a price-to-earnings ratio of 12.80 and a beta of 1.18. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $111.16.

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.