iShares Core S&P Small-Cap ETF (IJR) Position Boosted by Wealthquest Corp

Wealthquest Corp increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 41,487 shares of the exchange traded fund’s stock after acquiring an additional 317 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 1.2% of Wealthquest Corp’s holdings, making the stock its 20th largest holding. Wealthquest Corp’s holdings in iShares Core S&P Small-Cap ETF were worth $3,200,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of IJR. Harvest Capital Management Inc lifted its stake in iShares Core S&P Small-Cap ETF by 2.0% in the fourth quarter. Harvest Capital Management Inc now owns 6,816 shares of the exchange traded fund’s stock valued at $472,000 after buying an additional 131 shares during the period. San Francisco Sentry Investment Group CA lifted its stake in iShares Core S&P Small-Cap ETF by 2.4% in the fourth quarter. San Francisco Sentry Investment Group CA now owns 6,057 shares of the exchange traded fund’s stock valued at $420,000 after buying an additional 143 shares during the period. Baltimore Washington Financial Advisors Inc. lifted its stake in iShares Core S&P Small-Cap ETF by 0.3% in the fourth quarter. Baltimore Washington Financial Advisors Inc. now owns 56,330 shares of the exchange traded fund’s stock valued at $3,904,000 after buying an additional 145 shares during the period. Biondo Investment Advisors LLC lifted its stake in iShares Core S&P Small-Cap ETF by 2.5% in the fourth quarter. Biondo Investment Advisors LLC now owns 6,115 shares of the exchange traded fund’s stock valued at $424,000 after buying an additional 150 shares during the period. Finally, Motco lifted its stake in iShares Core S&P Small-Cap ETF by 2.2% in the fourth quarter. Motco now owns 7,139 shares of the exchange traded fund’s stock valued at $495,000 after buying an additional 153 shares during the period.

Shares of IJR opened at $79.06 on Monday. iShares Core S&P Small-Cap ETF has a 52-week low of $65.04 and a 52-week high of $90.56.

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 26th. Shareholders of record on Thursday, March 21st were paid a $0.2605 dividend. This represents a $1.04 annualized dividend and a yield of 1.32%. The ex-dividend date of this dividend was Wednesday, March 20th.

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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.

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

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