Confluence Wealth Services Inc. Boosts Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Confluence Wealth Services Inc. raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 65.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,397 shares of the exchange traded fund’s stock after purchasing an additional 2,926 shares during the quarter. Confluence Wealth Services Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $883,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Lion Street Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 3.9% in the fourth quarter. Lion Street Advisors LLC now owns 5,423 shares of the exchange traded fund’s stock valued at $625,000 after purchasing an additional 206 shares during the period. Country Club Bank boosted its stake in shares of iShares Core S&P Small-Cap ETF by 0.6% in the fourth quarter. Country Club Bank now owns 46,570 shares of the exchange traded fund’s stock valued at $5,354,000 after purchasing an additional 289 shares during the period. Lockheed Martin Investment Management Co. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 1,383.6% in the fourth quarter. Lockheed Martin Investment Management Co. now owns 172,100 shares of the exchange traded fund’s stock valued at $19,829,000 after purchasing an additional 160,500 shares in the last quarter. Stratos Investment Management LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 65.2% in the fourth quarter. Stratos Investment Management LLC now owns 39,130 shares of the exchange traded fund’s stock valued at $4,509,000 after purchasing an additional 15,444 shares in the last quarter. Finally, Stratos Wealth Partners LTD. increased its stake in iShares Core S&P Small-Cap ETF by 2.4% during the 4th quarter. Stratos Wealth Partners LTD. now owns 545,459 shares of the exchange traded fund’s stock worth $62,848,000 after buying an additional 12,785 shares during the period.

iShares Core S&P Small-Cap ETF Stock Up 0.9 %

Shares of IJR stock opened at $119.24 on Thursday. The firm has a 50 day moving average of $119.11 and a two-hundred day moving average of $117.08. The stock has a market capitalization of $86.51 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 52 week low of $101.85 and a 52 week high of $128.61.

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.