Well Done LLC Has $8.58 Million Position in iShares S&P SmallCap 600 Index (IJR)

Well Done LLC increased its holdings in iShares S&P SmallCap 600 Index (NYSE:IJR) by 6.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 115,613 shares of the exchange traded fund’s stock after acquiring an additional 6,580 shares during the quarter. iShares S&P SmallCap 600 Index comprises about 2.6% of Well Done LLC’s investment portfolio, making the stock its 6th biggest holding. Well Done LLC’s holdings in iShares S&P SmallCap 600 Index were worth $8,581,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of IJR. TCI Wealth Advisors Inc. increased its stake in shares of iShares S&P SmallCap 600 Index by 105.5% in the 2nd quarter. TCI Wealth Advisors Inc. now owns 1,432 shares of the exchange traded fund’s stock worth $100,000 after acquiring an additional 735 shares in the last quarter. First Manhattan Co. increased its stake in shares of iShares S&P SmallCap 600 Index by 4.4% in the 2nd quarter. First Manhattan Co. now owns 1,786 shares of the exchange traded fund’s stock worth $125,000 after acquiring an additional 76 shares in the last quarter. MCF Advisors LLC increased its stake in shares of iShares S&P SmallCap 600 Index by 35.1% in the 2nd quarter. MCF Advisors LLC now owns 2,035 shares of the exchange traded fund’s stock worth $143,000 after acquiring an additional 529 shares in the last quarter. Endurance Wealth Management Inc. bought a new position in shares of iShares S&P SmallCap 600 Index in the 2nd quarter worth about $165,000. Finally, Glassman Wealth Services increased its stake in shares of iShares S&P SmallCap 600 Index by 605.3% in the 2nd quarter. Glassman Wealth Services now owns 2,821 shares of the exchange traded fund’s stock worth $198,000 after acquiring an additional 2,421 shares in the last quarter.

Shares of iShares S&P SmallCap 600 Index (NYSE:IJR) traded down 1.13% on Monday, hitting $74.33. 890,767 shares of the company traded hands. iShares S&P SmallCap 600 Index has a 1-year low of $57.72 and a 1-year high of $75.48. The firm’s 50-day moving average is $73.36 and its 200 day moving average is $70.48.

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About iShares S&P SmallCap 600 Index

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.

Institutional Ownership by Quarter for iShares S&P SmallCap 600 Index (NYSE:IJR)

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