iShares Core S&P Small-Cap ETF (IJR) is Watermark Asset Management Inc.’s 6th Largest Position

Watermark Asset Management Inc. lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 128,390 shares of the exchange traded fund’s stock after purchasing an additional 295 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 4.1% of Watermark Asset Management Inc.’s portfolio, making the stock its 6th biggest position. Watermark Asset Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $8,900,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Sound Income Strategies LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 47.7% in the fourth quarter. Sound Income Strategies LLC now owns 1,192 shares of the exchange traded fund’s stock valued at $104,000 after purchasing an additional 385 shares during the period. Canton Hathaway LLC acquired a new position in iShares Core S&P Small-Cap ETF during the third quarter worth about $135,000. Westbourne Investment Advisors Inc. acquired a new position in iShares Core S&P Small-Cap ETF during the third quarter worth about $141,000. Highwater Wealth Management LLC acquired a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $158,000. Finally, Howe & Rusling Inc. raised its position in iShares Core S&P Small-Cap ETF by 649.6% during the third quarter. Howe & Rusling Inc. now owns 1,874 shares of the exchange traded fund’s stock worth $163,000 after acquiring an additional 1,624 shares during the last quarter.

NYSEARCA:IJR opened at $73.99 on Monday. iShares Core S&P Small-Cap ETF has a 1-year low of $65.04 and a 1-year high of $90.56.

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 21st. Stockholders of record on Tuesday, December 18th were given a $0.3214 dividend. This represents a $1.29 dividend on an annualized basis and a dividend yield of 1.74%. The ex-dividend date of this dividend was Monday, December 17th. This is a positive change from iShares Core S&P Small-Cap ETF’s previous quarterly dividend of $0.29.

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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.

Read More: How Do You Calculate Return on Investment (ROI)?

Want to see what other hedge funds are holding IJR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR).

Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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