Kellett Wealth Advisors LLC Acquires 61,796 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Kellett Wealth Advisors LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 61.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 162,873 shares of the exchange traded fund’s stock after acquiring an additional 61,796 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 13.1% of Kellett Wealth Advisors LLC’s portfolio, making the stock its biggest holding. Kellett Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $17,631,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Atlantic Private Wealth LLC boosted its position in iShares Core S&P Small-Cap ETF by 185.9% during the third quarter. Atlantic Private Wealth LLC now owns 263 shares of the exchange traded fund’s stock worth $25,000 after purchasing an additional 171 shares in the last quarter. Bruce G. Allen Investments LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth $28,000. Capital Investment Counsel Inc purchased a new stake in iShares Core S&P Small-Cap ETF during the third quarter worth $31,000. Highlander Capital Management LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth $36,000. Finally, Industrial Alliance Investment Management Inc. purchased a new stake in iShares Core S&P Small-Cap ETF during the third quarter worth $42,000.

iShares Core S&P Small-Cap ETF Price Performance

IJR traded up $0.18 during trading on Thursday, reaching $102.31. 3,541,843 shares of the stock were exchanged, compared to its average volume of 4,446,344. The business’s 50 day moving average price is $107.00 and its two-hundred day moving average price is $101.85. The company has a market capitalization of $74.53 billion, a price-to-earnings ratio of 12.80 and a beta of 1.18. iShares Core S&P Small-Cap ETF has a 1 year low of $87.32 and a 1 year 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.