Roth Financial Partners LLC Has $18.17 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Roth Financial Partners LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 167,771 shares of the exchange traded fund’s stock after purchasing an additional 2,699 shares during the period. iShares Core S&P Small-Cap ETF comprises about 9.3% of Roth Financial Partners LLC’s portfolio, making the stock its 4th largest holding. Roth Financial Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $18,168,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the business. Ironwood Wealth Management LLC. lifted its stake in iShares Core S&P Small-Cap ETF by 8.3% in the first quarter. Ironwood Wealth Management LLC. now owns 78,641 shares of the exchange traded fund’s stock valued at $8,484,000 after acquiring an additional 6,036 shares during the last quarter. United Bank lifted its stake in iShares Core S&P Small-Cap ETF by 5.6% in the first quarter. United Bank now owns 27,546 shares of the exchange traded fund’s stock valued at $2,972,000 after acquiring an additional 1,456 shares during the last quarter. Rhumbline Advisers lifted its stake in iShares Core S&P Small-Cap ETF by 67.2% in the first quarter. Rhumbline Advisers now owns 52,705 shares of the exchange traded fund’s stock valued at $5,686,000 after acquiring an additional 21,177 shares during the last quarter. Cibc World Market Inc. lifted its stake in iShares Core S&P Small-Cap ETF by 4.8% in the first quarter. Cibc World Market Inc. now owns 24,791 shares of the exchange traded fund’s stock valued at $2,674,000 after acquiring an additional 1,128 shares during the last quarter. Finally, Vontobel Holding Ltd. lifted its stake in iShares Core S&P Small-Cap ETF by 19.7% in the first quarter. Vontobel Holding Ltd. now owns 8,847 shares of the exchange traded fund’s stock valued at $954,000 after acquiring an additional 1,455 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock traded up $0.43 during trading hours on Friday, reaching $102.77. The stock had a trading volume of 3,266,756 shares, compared to its average volume of 4,427,203. The stock has a 50-day simple moving average of $106.95 and a 200 day simple moving average of $101.86. The stock has a market capitalization of $74.86 billion, a PE ratio of 12.80 and a beta of 1.18. iShares Core S&P Small-Cap ETF has a fifty-two week low of $87.32 and a fifty-two week high of $111.16.

iShares Core S&P Small-Cap ETF 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.