Turtle Creek Wealth Advisors LLC Has $4.57 Million Stake in iShares Core S&P Small-Cap ETF $IJR

Turtle Creek Wealth Advisors LLC reduced its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 46.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 36,753 shares of the exchange traded fund’s stock after selling 31,796 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,569,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of IJR. Bank of America Corp DE boosted its stake in iShares Core S&P Small-Cap ETF by 6.0% during the 4th quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after acquiring an additional 1,901,134 shares during the last quarter. Northwestern Mutual Investment Management Company LLC raised its holdings in iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after purchasing an additional 1,617,116 shares during the period. Valpey Financial Services LLC raised its holdings in iShares Core S&P Small-Cap ETF by 12,132.4% in the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock worth $168,855,000 after purchasing an additional 1,393,533 shares during the period. Nationwide Fund Advisors boosted its position in shares of iShares Core S&P Small-Cap ETF by 98.8% during the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock worth $252,842,000 after purchasing an additional 1,045,425 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock worth $5,029,772,000 after purchasing an additional 1,024,536 shares in the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 0.7%

Shares of IJR stock opened at $146.48 on Friday. iShares Core S&P Small-Cap ETF has a 12-month low of $107.08 and a 12-month high of $149.35. The firm has a fifty day moving average of $139.60 and a 200-day moving average of $131.38. The firm has a market capitalization of $109.83 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01.

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. 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.