Sherry Group Inc. Invests $1.20 Million in iShares Core S&P Small-Cap ETF $IJR

Sherry Group Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 9,877 shares of the exchange traded fund’s stock, valued at approximately $1,202,000. iShares Core S&P Small-Cap ETF comprises 1.3% of Sherry Group Inc.’s investment portfolio, making the stock its 19th largest holding.

Other institutional investors also recently modified their holdings of the company. Crewe Advisors LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 4.2% during the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after purchasing an additional 5,956 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in iShares Core S&P Small-Cap ETF by 10.0% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock worth $13,302,000 after buying an additional 10,185 shares during the period. Resonant Capital Advisors LLC raised its stake in iShares Core S&P Small-Cap ETF by 2.2% during the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock worth $33,024,000 after buying an additional 5,942 shares during the period. Alaska Permanent Capital Management LLC raised its stake in iShares Core S&P Small-Cap ETF by 11.4% during the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after buying an additional 55,761 shares during the period. Finally, Fortitude Family Office LLC raised its stake in iShares Core S&P Small-Cap ETF by 10.1% during the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after buying an additional 4,209 shares during the period. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $133.93 on Monday. The stock’s 50 day simple moving average is $129.68 and its 200 day simple moving average is $126.10. iShares Core S&P Small-Cap ETF has a fifty-two week low of $102.57 and a fifty-two week high of $139.49. The company has a market cap of $100.00 billion, a P/E ratio of 16.52 and a beta of 1.03.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.