Oak Harbor Wealth Partners LLC Has $6.75 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Oak Harbor Wealth Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 58,607 shares of the exchange traded fund’s stock after acquiring an additional 812 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 2.0% of Oak Harbor Wealth Partners LLC’s investment portfolio, making the stock its 11th largest holding. Oak Harbor Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,753,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Financial Life Planners bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $25,000. Bradley & Co. Private Wealth Management LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $33,000. Brooklyn Investment Group bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $46,000. Bellevue Asset Management LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $46,000. Finally, Endeavor Private Wealth Inc. bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $47,000.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $107.81 on Friday. The stock’s 50 day simple moving average is $115.57 and its 200 day simple moving average is $117.18. iShares Core S&P Small-Cap ETF has a twelve month low of $101.85 and a twelve month high of $128.61. The company has a market capitalization of $81.45 billion, a price-to-earnings ratio of 17.05 and a beta of 1.15.

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.