Sard Wealth Management Group LLC Has $7.52 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Sard Wealth Management Group LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.8% in the 3rd quarter, Holdings Channel reports. The firm owned 64,305 shares of the exchange traded fund’s stock after purchasing an additional 515 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 5.0% of Sard Wealth Management Group LLC’s investment portfolio, making the stock its 8th largest holding. Sard Wealth Management Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,521,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Riverview Trust Co acquired a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter worth about $33,000. WFA Asset Management Corp acquired a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter worth about $36,000. DHJJ Financial Advisors Ltd. grew its holdings in iShares Core S&P Small-Cap ETF by 407.5% during the 2nd quarter. DHJJ Financial Advisors Ltd. now owns 340 shares of the exchange traded fund’s stock worth $36,000 after acquiring an additional 273 shares during the period. HWG Holdings LP acquired a new stake in iShares Core S&P Small-Cap ETF during the 2nd quarter worth about $41,000. Finally, Financial Connections Group Inc. acquired a new stake in iShares Core S&P Small-Cap ETF during the 2nd quarter worth about $54,000.

iShares Core S&P Small-Cap ETF Stock Up 0.1 %

iShares Core S&P Small-Cap ETF stock traded up $0.12 during trading hours on Friday, reaching $118.64. 524,135 shares of the company’s stock were exchanged, compared to its average volume of 3,781,348. The firm’s 50 day simple moving average is $114.44 and its 200 day simple moving average is $110.51. iShares Core S&P Small-Cap ETF has a twelve month low of $87.32 and a twelve month high of $120.74. The firm has a market capitalization of $86.07 billion, a PE ratio of 12.95 and a beta of 1.16.

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.