Tandem Wealth Advisors LLC Has $6.85 Million Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Tandem Wealth Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 72,662 shares of the exchange traded fund’s stock after purchasing an additional 2,207 shares during the period. iShares Core S&P Small-Cap ETF accounts for 4.2% of Tandem Wealth Advisors LLC’s portfolio, making the stock its 9th largest holding. Tandem Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,854,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of IJR. Clearstead Trust LLC raised its position in iShares Core S&P Small-Cap ETF by 56.2% in the 2nd quarter. Clearstead Trust LLC now owns 289 shares of the exchange traded fund’s stock worth $28,000 after purchasing an additional 104 shares during the last quarter. Hoese & Co LLP raised its position in shares of iShares Core S&P Small-Cap ETF by 80.0% during the 2nd quarter. Hoese & Co LLP now owns 306 shares of the exchange traded fund’s stock valued at $30,000 after acquiring an additional 136 shares during the last quarter. Heritage Wealth Advisors raised its position in shares of iShares Core S&P Small-Cap ETF by 62.0% during the 2nd quarter. Heritage Wealth Advisors now owns 324 shares of the exchange traded fund’s stock valued at $32,000 after acquiring an additional 124 shares during the last quarter. Stonebridge Capital Advisors LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 354.9% during the 1st quarter. Stonebridge Capital Advisors LLC now owns 414 shares of the exchange traded fund’s stock valued at $45,000 after acquiring an additional 323 shares during the last quarter. Finally, Toth Financial Advisory Corp raised its position in shares of iShares Core S&P Small-Cap ETF by 105.5% during the 3rd quarter. Toth Financial Advisory Corp now owns 487 shares of the exchange traded fund’s stock valued at $46,000 after acquiring an additional 250 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock traded down $1.02 on Tuesday, hitting $105.06. 2,082,523 shares of the company’s stock traded hands, compared to its average volume of 4,894,453. The firm’s 50-day moving average price is $99.95 and its two-hundred day moving average price is $98.55. The stock has a market capitalization of $73.38 billion, a PE ratio of 12.11 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a one year low of $87.32 and a one year high of $110.55.

iShares Core S&P Small-Cap ETF Company Profile

(Free Report)

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.

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