Sard Wealth Management Group LLC Has $7.58 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Sard Wealth Management Group LLC boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 65,769 shares of the exchange traded fund’s stock after purchasing an additional 1,464 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 5.1% of Sard Wealth Management Group LLC’s investment portfolio, making the stock its 8th biggest position. Sard Wealth Management Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,578,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. grew its holdings in iShares Core S&P Small-Cap ETF by 3.4% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock worth $3,723,730,000 after acquiring an additional 1,149,045 shares during the period. FMR LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 5.9% during the 3rd quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock worth $2,589,128,000 after acquiring an additional 1,230,029 shares during the period. LPL Financial LLC grew its stake in iShares Core S&P Small-Cap ETF by 5.2% in the 3rd quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock valued at $1,638,229,000 after buying an additional 689,382 shares in the last quarter. Raymond James & Associates increased its position in shares of iShares Core S&P Small-Cap ETF by 1.4% during the third quarter. Raymond James & Associates now owns 9,904,939 shares of the exchange traded fund’s stock valued at $1,158,482,000 after buying an additional 133,903 shares during the period. Finally, Glenmede Trust Co. NA increased its holdings in shares of iShares Core S&P Small-Cap ETF by 5.5% in the third quarter. Glenmede Trust Co. NA now owns 5,921,479 shares of the exchange traded fund’s stock worth $692,576,000 after purchasing an additional 307,333 shares during the period.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $117.37 on Friday. The company has a market capitalization of $85.15 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 52-week low of $101.50 and a 52-week high of $128.61. The company has a fifty day moving average of $120.48 and a 200-day moving average of $116.15.

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.