Journey Beyond Wealth LLC Invests $3.99 Million in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Journey Beyond Wealth LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 34,626 shares of the exchange traded fund’s stock, valued at approximately $3,990,000. iShares Core S&P Small-Cap ETF comprises approximately 3.7% of Journey Beyond Wealth LLC’s investment portfolio, making the stock its 9th biggest position.

Other large investors also recently modified their holdings of the company. Bay Capital Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $5,470,000. PKS Advisory Services LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at $19,335,000. Syverson Strege & Co grew its holdings in shares of iShares Core S&P Small-Cap ETF by 6.6% during the 4th quarter. Syverson Strege & Co now owns 1,878 shares of the exchange traded fund’s stock valued at $216,000 after purchasing an additional 117 shares during the last quarter. FineMark National Bank & Trust grew its holdings in shares of iShares Core S&P Small-Cap ETF by 1.0% during the 4th quarter. FineMark National Bank & Trust now owns 166,957 shares of the exchange traded fund’s stock valued at $19,237,000 after purchasing an additional 1,585 shares during the last quarter. Finally, Colony Family Offices LLC raised its position in iShares Core S&P Small-Cap ETF by 0.6% in the 4th quarter. Colony Family Offices LLC now owns 318,464 shares of the exchange traded fund’s stock worth $36,693,000 after purchasing an additional 1,866 shares during the period.

iShares Core S&P Small-Cap ETF Stock Down 0.6 %

NYSEARCA IJR opened at $107.36 on Wednesday. The company has a 50-day simple moving average of $113.28 and a two-hundred day simple moving average of $116.47. 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 $80.56 billion, a price-to-earnings ratio of 15.91 and a beta of 1.16.

iShares Core S&P Small-Cap ETF 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.