BerganKDV Wealth Management LLC Purchases 12,873 Shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

BerganKDV Wealth Management LLC lifted its position in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJRGet Rating) by 9.9% in the first quarter, HoldingsChannel reports. The fund owned 143,307 shares of the exchange traded fund’s stock after buying an additional 12,873 shares during the period. iShares S&P SmallCap 600 ETF accounts for approximately 1.7% of BerganKDV Wealth Management LLC’s investment portfolio, making the stock its 15th largest holding. BerganKDV Wealth Management LLC’s holdings in iShares S&P SmallCap 600 ETF were worth $15,460,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Mystic Asset Management Inc. bought a new stake in iShares S&P SmallCap 600 ETF in the fourth quarter valued at about $29,000. Shore Point Advisors LLC bought a new stake in shares of iShares S&P SmallCap 600 ETF in the fourth quarter worth about $30,000. London Co. of Virginia bought a new stake in shares of iShares S&P SmallCap 600 ETF in the fourth quarter worth about $32,000. Aspire Wealth Management Corp bought a new stake in shares of iShares S&P SmallCap 600 ETF in the fourth quarter worth about $34,000. Finally, Kozak & Associates Inc. bought a new stake in shares of iShares S&P SmallCap 600 ETF in the fourth quarter worth about $32,000.

iShares S&P SmallCap 600 ETF Stock Up 0.5 %

Shares of iShares S&P SmallCap 600 ETF stock traded up $0.52 during trading hours on Friday, hitting $101.62. The company’s stock had a trading volume of 2,909,683 shares, compared to its average volume of 5,017,900. The stock has a 50 day moving average of $96.25 and a 200 day moving average of $101.58. iShares S&P SmallCap 600 ETF has a 12 month low of $88.53 and a 12 month high of $121.45.

iShares S&P SmallCap 600 ETF Profile

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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.

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Want to see what other hedge funds are holding IJR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P SmallCap 600 ETF (NYSEARCA:IJRGet Rating).

Institutional Ownership by Quarter for iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

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