Tandem Wealth Advisors LLC Has $7.68 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Tandem Wealth Advisors LLC decreased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,985 shares of the exchange traded fund’s stock after selling 1,677 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 4.4% of Tandem Wealth Advisors LLC’s portfolio, making the stock its 9th largest position. Tandem Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,684,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Canvas Wealth Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 13.4% during the fourth quarter. Canvas Wealth Advisors LLC now owns 50,703 shares of the exchange traded fund’s stock valued at $5,291,000 after purchasing an additional 5,988 shares during the last quarter. Waterway Wealth Management LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $17,398,000. PFG Investments LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 9.5% in the fourth quarter. PFG Investments LLC now owns 12,399 shares of the exchange traded fund’s stock worth $1,342,000 after purchasing an additional 1,073 shares during the last quarter. Roberts Wealth Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 4.4% in the fourth quarter. Roberts Wealth Advisors LLC now owns 20,341 shares of the exchange traded fund’s stock valued at $2,202,000 after acquiring an additional 864 shares in the last quarter. Finally, Trust Co of the South bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $287,000.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR traded down $0.16 during trading hours on Tuesday, hitting $107.38. The company had a trading volume of 3,186,495 shares, compared to its average volume of 4,546,015. The company has a market capitalization of $75.00 billion, a PE ratio of 12.11 and a beta of 1.15. The stock has a 50-day moving average price of $106.19 and a 200 day moving average price of $100.56. iShares Core S&P Small-Cap ETF has a 52 week low of $87.32 and a 52 week high of $110.55.

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.