Cyndeo Wealth Partners LLC Increases Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Cyndeo Wealth Partners LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 24.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,891 shares of the exchange traded fund’s stock after buying an additional 2,121 shares during the period. Cyndeo Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,274,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also made changes to their positions in IJR. Fisher Asset Management LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 40.5% during the fourth quarter. Fisher Asset Management LLC now owns 9,175 shares of the exchange traded fund’s stock worth $993,000 after purchasing an additional 2,646 shares in the last quarter. Global Assets Advisory LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter worth about $7,302,000. Harbor Investment Advisory LLC increased its position 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 worth $1,358,000 after purchasing an additional 1,363 shares in the last quarter. Jacobs & Co. CA acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter worth about $202,000. Finally, Riverview Trust Co acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter worth about $33,000.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $118.15 on Monday. The business’s 50-day simple moving average is $114.60 and its 200-day simple moving average is $110.61. iShares Core S&P Small-Cap ETF has a one year low of $87.32 and a one year high of $120.74. The stock 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.