Cornerstone Wealth Group LLC Has $7.02 Million Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Cornerstone Wealth Group LLC lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 60,918 shares of the exchange traded fund’s stock after buying an additional 222 shares during the quarter. Cornerstone Wealth Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,019,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Union Bancaire Privee UBP SA acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $512,000. Apexium Financial LP raised its stake in iShares Core S&P Small-Cap ETF by 7.5% in the 4th quarter. Apexium Financial LP now owns 148,230 shares of the exchange traded fund’s stock valued at $17,079,000 after acquiring an additional 10,348 shares during the period. Capital Asset Advisory Services LLC raised its stake in iShares Core S&P Small-Cap ETF by 1.9% in the 4th quarter. Capital Asset Advisory Services LLC now owns 333,948 shares of the exchange traded fund’s stock valued at $38,815,000 after acquiring an additional 6,369 shares during the period. Kingswood Wealth Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF by 43.1% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 26,578 shares of the exchange traded fund’s stock worth $3,062,000 after purchasing an additional 8,000 shares during the period. Finally, Armbruster Capital Management Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 3.2% in the fourth quarter. Armbruster Capital Management Inc. now owns 23,865 shares of the exchange traded fund’s stock valued at $2,750,000 after purchasing an additional 750 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $119.07 on Monday. The company’s 50-day moving average is $119.82 and its 200-day moving average is $116.77. The firm has a market capitalization of $86.39 billion, a PE ratio of 12.95 and a beta of 1.16. 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.

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.