Kiely Wealth Advisory Group Inc. Grows Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Kiely Wealth Advisory Group Inc. increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 78.8% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,618 shares of the exchange traded fund’s stock after buying an additional 713 shares during the period. Kiely Wealth Advisory Group Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $178,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in IJR. Envestnet Asset Management Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 98.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock valued at $1,825,266,000 after buying an additional 8,492,105 shares in the last quarter. Pathstone Holdings LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $230,235,000. Mesirow Financial Investment Management Inc. bought a new stake in iShares Core S&P Small-Cap ETF during the first quarter worth about $145,477,000. Baird Financial Group Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 33.3% in the 4th quarter. Baird Financial Group Inc. now owns 3,614,870 shares of the exchange traded fund’s stock worth $391,310,000 after purchasing an additional 902,096 shares in the last quarter. Finally, J.Safra Asset Management Corp bought a new position in shares of iShares Core S&P Small-Cap ETF during the 1st quarter valued at about $78,567,000.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $116.95 on Friday. The company has a market capitalization of $84.85 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The business has a 50 day moving average of $113.70 and a 200 day moving average of $109.42. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $120.74.

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.