Litman Gregory Wealth Management LLC Has $26.07 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Litman Gregory Wealth Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 42.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 226,225 shares of the exchange traded fund’s stock after purchasing an additional 67,821 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 2.3% of Litman Gregory Wealth Management LLC’s investment portfolio, making the stock its 10th largest position. Litman Gregory Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $26,066,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Chicago Partners Investment Group LLC grew its position in iShares Core S&P Small-Cap ETF by 2.6% during the fourth quarter. Chicago Partners Investment Group LLC now owns 143,027 shares of the exchange traded fund’s stock valued at $16,504,000 after acquiring an additional 3,586 shares during the last quarter. Waldron Private Wealth LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 1.2% during the 4th quarter. Waldron Private Wealth LLC now owns 33,817 shares of the exchange traded fund’s stock valued at $3,896,000 after purchasing an additional 415 shares during the last quarter. Stephenson & Company Inc. raised its position in iShares Core S&P Small-Cap ETF by 5.1% in the 4th quarter. Stephenson & Company Inc. now owns 51,288 shares of the exchange traded fund’s stock worth $5,909,000 after purchasing an additional 2,473 shares during the period. Heck Capital Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter worth $55,011,000. Finally, Swmg LLC boosted its position in iShares Core S&P Small-Cap ETF by 43.3% during the fourth quarter. Swmg LLC now owns 29,602 shares of the exchange traded fund’s stock valued at $3,520,000 after buying an additional 8,951 shares during the period.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $118.44 on Friday. The stock has a market capitalization of $85.93 billion, a P/E ratio of 12.95 and a beta of 1.16. The business’s 50 day simple moving average is $119.48 and its two-hundred day simple moving average is $117.02. iShares Core S&P Small-Cap ETF has a one year low of $101.85 and a one year high of $128.61.

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.