Sage Financial Management Group Inc. Makes New Investment in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Sage Financial Management Group Inc. bought a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 25,076 shares of the exchange traded fund’s stock, valued at approximately $2,933,000. iShares Core S&P Small-Cap ETF makes up approximately 1.1% of Sage Financial Management Group Inc.’s investment portfolio, making the stock its 19th biggest position.

Other hedge funds have also added to or reduced their stakes in the company. Harbor Investment Advisory LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 12.5% during the first quarter. Harbor Investment Advisory LLC now owns 12,286 shares of the exchange traded fund’s stock valued at $1,358,000 after acquiring an additional 1,363 shares in the last quarter. Peterson Wealth Advisors LLC grew its holdings in iShares Core S&P Small-Cap ETF by 1.6% during the first quarter. Peterson Wealth Advisors LLC now owns 22,236 shares of the exchange traded fund’s stock worth $2,458,000 after buying an additional 355 shares in the last quarter. Matrix Asset Advisors Inc. NY grew its holdings in iShares Core S&P Small-Cap ETF by 47.6% during the first quarter. Matrix Asset Advisors Inc. NY now owns 23,157 shares of the exchange traded fund’s stock worth $2,559,000 after buying an additional 7,473 shares in the last quarter. WealthPLAN Partners LLC grew its holdings in iShares Core S&P Small-Cap ETF by 7.6% during the first quarter. WealthPLAN Partners LLC now owns 4,210 shares of the exchange traded fund’s stock worth $465,000 after buying an additional 296 shares in the last quarter. Finally, Pineridge Advisors LLC grew its holdings in iShares Core S&P Small-Cap ETF by 58.2% during the second quarter. Pineridge Advisors LLC now owns 973 shares of the exchange traded fund’s stock worth $104,000 after buying an additional 358 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.3 %

Shares of iShares Core S&P Small-Cap ETF stock opened at $118.15 on Friday. The stock has a fifty day simple moving average of $114.60 and a 200 day simple moving average of $110.57. iShares Core S&P Small-Cap ETF has a 12-month low of $87.32 and a 12-month high of $120.74. The company has a market capitalization of $85.72 billion, a P/E 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.