Lyell Wealth Management LP Has $2.31 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Lyell Wealth Management LP grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 39.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,201 shares of the exchange traded fund’s stock after buying an additional 5,406 shares during the period. Lyell Wealth Management LP’s holdings in iShares Core S&P Small-Cap ETF were worth $2,308,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in IJR. Nvwm LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $25,000. Hantz Financial Services Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 85.4% in the third quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock valued at $30,000 after buying an additional 117 shares during the period. Bank & Trust Co acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $30,000. New Millennium Group LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 105.3% in the third quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock valued at $37,000 after buying an additional 158 shares during the period. Finally, Networth Advisors LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $40,000. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 2.4%

Shares of IJR stock opened at $142.29 on Friday. The stock has a market cap of $106.24 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. The stock has a 50-day moving average of $135.29 and a 200-day moving average of $128.93. iShares Core S&P Small-Cap ETF has a 1-year low of $105.15 and a 1-year high of $142.41.

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. 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.