Heritage Wealth Management Inc. Takes $207,000 Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Heritage Wealth Management Inc. purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,771 shares of the exchange traded fund’s stock, valued at approximately $207,000.

A number of other large investors have also made changes to their positions in the stock. Stone Point Wealth LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 4.9% in the third quarter. Stone Point Wealth LLC now owns 39,591 shares of the exchange traded fund’s stock valued at $4,631,000 after purchasing an additional 1,863 shares in the last quarter. Lakeshore Financial Planning Inc. increased its stake in iShares Core S&P Small-Cap ETF by 19.4% during the third quarter. Lakeshore Financial Planning Inc. now owns 38,258 shares of the exchange traded fund’s stock worth $4,475,000 after acquiring an additional 6,224 shares during the last quarter. Bensler LLC increased its stake in iShares Core S&P Small-Cap ETF by 2.8% during the third quarter. Bensler LLC now owns 4,201 shares of the exchange traded fund’s stock worth $491,000 after acquiring an additional 113 shares during the last quarter. Verity Asset Management Inc. increased its stake in iShares Core S&P Small-Cap ETF by 5.5% during the third quarter. Verity Asset Management Inc. now owns 21,480 shares of the exchange traded fund’s stock worth $2,512,000 after acquiring an additional 1,120 shares during the last quarter. Finally, Lewis Asset Management LLC increased its stake in iShares Core S&P Small-Cap ETF by 1.7% during the third quarter. Lewis Asset Management LLC now owns 25,784 shares of the exchange traded fund’s stock worth $3,016,000 after acquiring an additional 431 shares during the last quarter.

iShares Core S&P Small-Cap ETF Trading Up 0.5 %

IJR stock traded up $0.63 during midday trading on Friday, hitting $124.16. 784,096 shares of the company’s stock were exchanged, compared to its average volume of 3,734,154. The business has a 50-day simple moving average of $115.31 and a two-hundred day simple moving average of $111.56. The stock has a market capitalization of $90.08 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 1-year low of $90.29 and a 1-year high of $124.77.

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.