Legacy Financial Group LLC Acquires New Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Legacy Financial Group LLC acquired a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 9,482 shares of the exchange traded fund’s stock, valued at approximately $1,093,000.

Several other large investors have also recently modified their holdings of IJR. Peak Financial Management Inc. increased its position in shares of iShares Core S&P Small-Cap ETF by 3.0% during the fourth quarter. Peak Financial Management Inc. now owns 68,333 shares of the exchange traded fund’s stock worth $7,873,000 after buying an additional 1,998 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 92,819 shares of the exchange traded fund’s stock worth $10,695,000 after purchasing an additional 5,246 shares during the period. ETF Portfolio Partners Inc. grew its holdings in iShares Core S&P Small-Cap ETF by 68.1% in the fourth quarter. ETF Portfolio Partners Inc. now owns 81,337 shares of the exchange traded fund’s stock worth $9,372,000 after purchasing an additional 32,961 shares during the period. High Net Worth Advisory Group LLC grew its holdings in iShares Core S&P Small-Cap ETF by 1.8% in the fourth quarter. High Net Worth Advisory Group LLC now owns 15,838 shares of the exchange traded fund’s stock worth $1,825,000 after purchasing an additional 283 shares during the period. Finally, 1834 Investment Advisors Co. grew its holdings in iShares Core S&P Small-Cap ETF by 1.7% in the fourth quarter. 1834 Investment Advisors Co. now owns 11,533 shares of the exchange traded fund’s stock worth $1,329,000 after purchasing an additional 195 shares during the period.

iShares Core S&P Small-Cap ETF Trading Down 0.2 %

NYSEARCA:IJR opened at $119.07 on Monday. The stock has a market capitalization of $86.39 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The firm has a fifty day simple moving average of $119.82 and a two-hundred day simple moving average of $116.77. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61.

iShares Core S&P Small-Cap ETF Company 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.