Kingswood Wealth Advisors LLC Increases Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Kingswood Wealth Advisors LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 43.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 26,578 shares of the exchange traded fund’s stock after acquiring an additional 8,000 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,062,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of IJR. Northwestern Mutual Wealth Management Co. increased its position in shares of iShares Core S&P Small-Cap ETF by 3.4% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock valued at $3,723,730,000 after buying an additional 1,149,045 shares in the last quarter. FMR LLC increased its holdings in 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 valued at $2,589,128,000 after acquiring an additional 1,230,029 shares in the last quarter. LPL Financial LLC increased its holdings in iShares Core S&P Small-Cap ETF by 5.2% during 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 acquiring an additional 689,382 shares in the last quarter. Raymond James & Associates raised its position in 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 worth $1,158,482,000 after acquiring an additional 133,903 shares during the last quarter. Finally, Glenmede Trust Co. NA lifted 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 valued at $692,576,000 after purchasing an additional 307,333 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $119.07 on Monday. iShares Core S&P Small-Cap ETF has a 1-year low of $101.85 and a 1-year high of $128.61. The stock has a market cap of $86.39 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The firm has a 50 day simple moving average of $119.82 and a 200-day simple moving average of $116.77.

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.