Mascoma Wealth Management LLC Has $6.96 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Mascoma Wealth Management LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 60,403 shares of the exchange traded fund’s stock after buying an additional 1,494 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 1.7% of Mascoma Wealth Management LLC’s holdings, making the stock its 15th largest holding. Mascoma Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,960,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Bronte Capital Management Pty Ltd. raised its stake in iShares Core S&P Small-Cap ETF by 56.0% during the 4th quarter. Bronte Capital Management Pty Ltd. now owns 1,413,412 shares of the exchange traded fund’s stock worth $162,853,000 after buying an additional 507,235 shares during the period. Avantax Advisory Services Inc. raised its stake in iShares Core S&P Small-Cap ETF by 0.5% during the 4th quarter. Avantax Advisory Services Inc. now owns 908,657 shares of the exchange traded fund’s stock worth $104,695,000 after buying an additional 4,301 shares during the period. Essential Planning LLC. acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth $2,442,000. Great Lakes Advisors LLC raised its stake in iShares Core S&P Small-Cap ETF by 22.2% during the 4th quarter. Great Lakes Advisors LLC now owns 2,336 shares of the exchange traded fund’s stock worth $269,000 after buying an additional 424 shares during the period. Finally, Truvestments Capital LLC raised its stake in iShares Core S&P Small-Cap ETF by 7.9% during the 4th quarter. Truvestments Capital LLC now owns 4,459 shares of the exchange traded fund’s stock worth $514,000 after buying an additional 327 shares during the period.

iShares Core S&P Small-Cap ETF Trading Down 0.4 %

Shares of iShares Core S&P Small-Cap ETF stock opened at $104.24 on Thursday. The stock’s fifty day simple moving average is $114.94 and its 200 day simple moving average is $117.01. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61. The company has a market capitalization of $78.75 billion, a PE ratio of 17.05 and a beta of 1.15.

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.