iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Position Lifted by Fort Henry Capital LLC

Fort Henry Capital LLC increased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 168,333 shares of the exchange traded fund’s stock after purchasing an additional 3,563 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 13.4% of Fort Henry Capital LLC’s holdings, making the stock its 3rd largest position. Fort Henry Capital LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $19,688,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the stock. Diversified Trust Co boosted its stake in iShares Core S&P Small-Cap ETF by 8.5% in the first quarter. Diversified Trust Co now owns 29,516 shares of the exchange traded fund’s stock valued at $3,262,000 after acquiring an additional 2,311 shares in the last quarter. Oliver Luxxe Assets LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 12.9% in the 1st quarter. Oliver Luxxe Assets LLC now owns 9,487 shares of the exchange traded fund’s stock valued at $1,049,000 after purchasing an additional 1,087 shares during the period. Congress Wealth Management LLC DE lifted its stake in shares of iShares Core S&P Small-Cap ETF by 20.8% in the 1st quarter. Congress Wealth Management LLC DE now owns 118,490 shares of the exchange traded fund’s stock valued at $13,096,000 after purchasing an additional 20,392 shares during the period. Allspring Global Investments Holdings LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 1.3% in the 1st quarter. Allspring Global Investments Holdings LLC now owns 395,532 shares of the exchange traded fund’s stock valued at $43,714,000 after purchasing an additional 5,186 shares during the period. Finally, Farmers & Merchants Investments Inc. raised its position in iShares Core S&P Small-Cap ETF by 2.9% during the first quarter. Farmers & Merchants Investments Inc. now owns 940,699 shares of the exchange traded fund’s stock worth $103,966,000 after acquiring an additional 26,330 shares during the period.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $114.47 on Monday. The company has a fifty day moving average of $115.01 and a two-hundred day moving average of $110.88. The stock has a market capitalization of $83.05 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 $87.32 and a fifty-two week high of $120.74.

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.