Partnership Wealth Management LLC Buys 11,543 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Partnership Wealth Management LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 16.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 80,338 shares of the exchange traded fund’s stock after buying an additional 11,543 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 7.7% of Partnership Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Partnership Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $9,257,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Versant Capital Management Inc grew its stake in iShares Core S&P Small-Cap ETF by 71.9% in the fourth quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock valued at $188,000 after acquiring an additional 683 shares during the period. Fidelis Capital Partners LLC grew its position in iShares Core S&P Small-Cap ETF by 29.5% in the 2nd quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock worth $4,313,000 after purchasing an additional 9,098 shares in the last quarter. Sendero Wealth Management LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 29.1% during the third quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock valued at $671,000 after acquiring an additional 1,291 shares during the last quarter. Joel Isaacson & Co. LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.3% in the 3rd quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock worth $2,283,000 after buying an additional 444 shares during the last quarter. Finally, TPG Advisors LLC purchased a new position in iShares Core S&P Small-Cap ETF in the second quarter valued at about $2,686,000.

iShares Core S&P Small-Cap ETF Trading Up 0.0 %

Shares of IJR stock traded up $0.03 on Wednesday, hitting $115.39. 3,639,850 shares of the stock were exchanged, compared to its average volume of 4,054,330. The firm’s 50 day moving average is $120.71 and its two-hundred day moving average is $115.84. iShares Core S&P Small-Cap ETF has a one year low of $101.50 and a one year high of $128.61. The firm has a market capitalization of $83.72 billion, a PE ratio of 12.95 and a beta of 1.16.

About iShares Core S&P Small-Cap ETF

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.