iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Halpern Financial Inc.’s 10th Largest Position

Halpern Financial Inc. grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,988 shares of the exchange traded fund’s stock after buying an additional 3,289 shares during the period. iShares Core S&P Small-Cap ETF makes up about 3.2% of Halpern Financial Inc.’s holdings, making the stock its 10th biggest holding. Halpern Financial Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $12,295,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Inspirion Wealth Advisors LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 3rd quarter worth approximately $212,000. Harbor Investment Advisory LLC grew its stake in iShares Core S&P Small-Cap ETF by 62.0% in the 3rd quarter. Harbor Investment Advisory LLC now owns 19,780 shares of the exchange traded fund’s stock worth $2,314,000 after buying an additional 7,572 shares in the last quarter. Eclectic Associates Inc. ADV grew its stake in iShares Core S&P Small-Cap ETF by 12.0% in the 3rd quarter. Eclectic Associates Inc. ADV now owns 2,240 shares of the exchange traded fund’s stock worth $262,000 after buying an additional 240 shares in the last quarter. Thrive Wealth Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 5.6% in the 3rd quarter. Thrive Wealth Management LLC now owns 14,290 shares of the exchange traded fund’s stock worth $1,671,000 after buying an additional 754 shares in the last quarter. Finally, Private Client Services LLC grew its stake in iShares Core S&P Small-Cap ETF by 4.6% in the 3rd quarter. Private Client Services LLC now owns 2,253 shares of the exchange traded fund’s stock worth $264,000 after buying an additional 99 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock traded up $1.72 during midday trading on Friday, reaching $115.78. The company had a trading volume of 2,531,914 shares, compared to its average volume of 3,849,494. iShares Core S&P Small-Cap ETF has a 1 year low of $87.32 and a 1 year high of $120.74. The company has a market capitalization of $84.00 billion, a P/E ratio of 12.95 and a beta of 1.16. The firm has a 50-day moving average price of $113.80 and a 200-day moving average price of $110.04.

iShares Core S&P Small-Cap ETF Company 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.