iShares Core S&P Small-Cap ETF (IJR) is Dynasty Wealth Management LLC’s 9th Largest Position

Dynasty Wealth Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,524 shares of the exchange traded fund’s stock after acquiring an additional 1,490 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 2.5% of Dynasty Wealth Management LLC’s holdings, making the stock its 9th biggest holding. Dynasty Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,965,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. WP Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter valued at $103,000. JJJ Advisors Inc. bought a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter valued at $115,000. Landaas & Co. WI ADV bought a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter valued at $117,000. Canton Hathaway LLC bought a new position in iShares Core S&P Small-Cap ETF in the 3rd quarter valued at $135,000. Finally, Westbourne Investment Advisors Inc. bought a new position in iShares Core S&P Small-Cap ETF in the 3rd quarter valued at $141,000.

Shares of iShares Core S&P Small-Cap ETF stock opened at $76.18 on Thursday. iShares Core S&P Small-Cap ETF has a 52 week low of $72.12 and a 52 week high of $90.56.

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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.

Further Reading: Risk Tolerance

Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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