Fusion Family Wealth LLC Has $16.84 Million Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Fusion Family Wealth LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 128.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 155,572 shares of the exchange traded fund’s stock after purchasing an additional 87,564 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 1.9% of Fusion Family Wealth LLC’s holdings, making the stock its 14th biggest position. Fusion Family Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $16,841,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Moneta Group Investment Advisors LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 118,698.9% during the 4th quarter. Moneta Group Investment Advisors LLC now owns 738,286,464 shares of the exchange traded fund’s stock worth $69,871,431,000 after purchasing an additional 737,665,005 shares during the last quarter. Morgan Stanley grew its stake in iShares Core S&P Small-Cap ETF by 0.7% in the 4th quarter. Morgan Stanley now owns 21,166,236 shares of the exchange traded fund’s stock valued at $2,003,173,000 after buying an additional 140,493 shares during the last quarter. Bank of New York Mellon Corp grew its stake in iShares Core S&P Small-Cap ETF by 7.5% in the 3rd quarter. Bank of New York Mellon Corp now owns 17,414,739 shares of the exchange traded fund’s stock valued at $1,642,732,000 after buying an additional 1,214,523 shares during the last quarter. FMR LLC grew its stake in iShares Core S&P Small-Cap ETF by 0.6% in the 3rd quarter. FMR LLC now owns 13,473,730 shares of the exchange traded fund’s stock valued at $1,270,977,000 after buying an additional 76,899 shares during the last quarter. Finally, LPL Financial LLC grew its stake in iShares Core S&P Small-Cap ETF by 3.4% in the 3rd quarter. LPL Financial LLC now owns 11,422,572 shares of the exchange traded fund’s stock valued at $1,077,491,000 after buying an additional 372,791 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR traded up $0.45 during midday trading on Thursday, reaching $106.11. The stock had a trading volume of 4,575,032 shares, compared to its average volume of 4,474,485. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $111.16. The firm’s fifty day simple moving average is $107.01 and its 200-day simple moving average is $101.52. The stock has a market capitalization of $74.12 billion, a P/E ratio of 12.11 and a beta of 1.15.

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.