Financial Life Advisors Has $2.64 Million Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Financial Life Advisors raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 33,880 shares of the exchange traded fund’s stock after acquiring an additional 1,602 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.7% of Financial Life Advisors’ investment portfolio, making the stock its 16th largest holding. Financial Life Advisors’ holdings in iShares Core S&P Small-Cap ETF were worth $2,637,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Buckingham Capital Management Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 12.3% in the first quarter. Buckingham Capital Management Inc. now owns 64,682 shares of the exchange traded fund’s stock valued at $4,990,000 after purchasing an additional 7,085 shares in the last quarter. Thomasville National Bank lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.5% in the second quarter. Thomasville National Bank now owns 17,425 shares of the exchange traded fund’s stock valued at $1,364,000 after purchasing an additional 420 shares in the last quarter. Baystate Wealth Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 42.6% in the second quarter. Baystate Wealth Management LLC now owns 2,007 shares of the exchange traded fund’s stock valued at $158,000 after purchasing an additional 600 shares in the last quarter. Summit Financial Group Inc. bought a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at about $6,060,000. Finally, ELM Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.0% in the second quarter. ELM Advisors LLC now owns 58,319 shares of the exchange traded fund’s stock valued at $4,565,000 after purchasing an additional 1,150 shares in the last quarter.

Shares of iShares Core S&P Small-Cap ETF stock traded up $0.12 during trading on Friday, reaching $81.38. The stock had a trading volume of 2,117,419 shares, compared to its average volume of 3,377,003. The stock has a fifty day moving average price of $78.45 and a two-hundred day moving average price of $77.53. iShares Core S&P Small-Cap ETF has a 52 week low of $65.04 and a 52 week high of $82.16.

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.

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Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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