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

ADG Wealth Management Group LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 57,710 shares of the exchange traded fund’s stock, valued at approximately $6,649,000. iShares Core S&P Small-Cap ETF makes up about 5.9% of ADG Wealth Management Group LLC’s portfolio, making the stock its 8th biggest position.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IJR. FMR LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 5.9% in the third quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock valued at $2,589,128,000 after purchasing an additional 1,230,029 shares during the period. LPL Financial LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 5.2% in the third quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock valued at $1,638,229,000 after purchasing an additional 689,382 shares during the period. First Command Advisory Services Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 0.6% in the fourth quarter. First Command Advisory Services Inc. now owns 8,803,036 shares of the exchange traded fund’s stock valued at $1,014,286,000 after purchasing an additional 51,613 shares during the period. Glenmede Trust Co. NA raised its position in shares of iShares Core S&P Small-Cap ETF by 5.5% in the third quarter. Glenmede Trust Co. NA now owns 5,921,479 shares of the exchange traded fund’s stock valued at $692,576,000 after purchasing an additional 307,333 shares during the period. Finally, Truist Financial Corp raised its position in shares of iShares Core S&P Small-Cap ETF by 3.0% in the fourth quarter. Truist Financial Corp now owns 5,140,324 shares of the exchange traded fund’s stock valued at $592,268,000 after purchasing an additional 147,688 shares during the period.

iShares Core S&P Small-Cap ETF Stock Up 0.9 %

NYSEARCA:IJR opened at $111.79 on Friday. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61. The firm has a market cap of $84.46 billion, a price-to-earnings ratio of 17.05 and a beta of 1.15. The company’s 50 day moving average is $116.40 and its 200-day moving average is $117.32.

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.