Lionsbridge Wealth Management LLC Acquires 1,997 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Lionsbridge Wealth Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 16.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,992 shares of the exchange traded fund’s stock after purchasing an additional 1,997 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 1.4% of Lionsbridge Wealth Management LLC’s holdings, making the stock its 29th largest holding. Lionsbridge Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,612,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Cove Private Wealth LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $286,000. Zhang Financial LLC grew its stake in iShares Core S&P Small-Cap ETF by 2.6% in the fourth quarter. Zhang Financial LLC now owns 16,035 shares of the exchange traded fund’s stock worth $1,848,000 after purchasing an additional 406 shares during the period. Lee Johnson Capital Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 29.0% in the fourth quarter. Lee Johnson Capital Management LLC now owns 52,067 shares of the exchange traded fund’s stock worth $5,999,000 after purchasing an additional 11,695 shares during the period. SFG Wealth Management LLC. raised its holdings in iShares Core S&P Small-Cap ETF by 7.7% in the fourth quarter. SFG Wealth Management LLC. now owns 2,293 shares of the exchange traded fund’s stock worth $264,000 after purchasing an additional 163 shares in the last quarter. Finally, True Link Financial Advisors LLC lifted its position in iShares Core S&P Small-Cap ETF by 10.2% during the fourth quarter. True Link Financial Advisors LLC now owns 4,285 shares of the exchange traded fund’s stock valued at $494,000 after buying an additional 398 shares during the period.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $117.99 on Monday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.85 and a fifty-two week high of $128.61. The firm’s 50-day simple moving average is $120.24 and its two-hundred day simple moving average is $116.32. The stock has a market cap of $85.60 billion, a PE ratio of 12.95 and a beta of 1.16.

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.