Wealth Architects LLC Has $54.25 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Wealth Architects LLC lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 463,817 shares of the exchange traded fund’s stock after purchasing an additional 24,452 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 6.1% of Wealth Architects LLC’s holdings, making the stock its 3rd largest holding. Wealth Architects LLC owned approximately 0.06% of iShares Core S&P Small-Cap ETF worth $54,248,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of IJR. WealthPLAN Partners LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 7.6% in the 1st quarter. WealthPLAN Partners LLC now owns 4,210 shares of the exchange traded fund’s stock valued at $465,000 after acquiring an additional 296 shares during the last quarter. Pineridge Advisors LLC boosted its stake in shares of 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 valued at $104,000 after purchasing an additional 358 shares during the period. Fidelis Capital Partners LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 29.5% in the second quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock worth $4,313,000 after purchasing an additional 9,098 shares during the last quarter. Acadian Asset Management LLC raised its holdings in iShares Core S&P Small-Cap ETF by 140.0% during the 1st quarter. Acadian Asset Management LLC now owns 11,395 shares of the exchange traded fund’s stock valued at $1,259,000 after buying an additional 6,648 shares during the last quarter. Finally, Sendero Wealth Management LLC boosted its position in iShares Core S&P Small-Cap ETF by 29.1% during the 3rd quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock valued at $671,000 after buying an additional 1,291 shares during the period.

iShares Core S&P Small-Cap ETF Trading Up 6.0 %

IJR stock opened at $124.41 on Thursday. The stock has a market capitalization of $90.26 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The firm’s 50-day moving average price is $115.31 and its two-hundred day moving average price is $111.56. iShares Core S&P Small-Cap ETF has a 12-month low of $90.29 and a 12-month high of $124.66.

About iShares Core S&P Small-Cap ETF

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.