Evernest Financial Advisors LLC Increases Stake in iShares Core S&P Small-Cap ETF

Evernest Financial Advisors LLC has increased its investment in the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 5.0% during the third quarter. This information was disclosed in its latest filing with the Securities and Exchange Commission. Following the purchase of an additional 4,620 shares during this period, the fund now holds a total of 96,485 shares in the exchange-traded fund.

The iShares Core S&P Small-Cap ETF represents approximately 3.0% of Evernest Financial Advisors LLC’s overall portfolio, positioning it as the 11th largest investment in their holdings. As of the most recent filing, the value of their stake in the ETF is around $11,285,000.

Other institutional investors have also made adjustments to their investments in the iShares Core S&P Small-Cap ETF. For instance, Riverview Trust Co acquired a new stake in the fund in the first quarter, valued at roughly $33,000. Similarly, WFA Asset Management Corp also purchased a new stake valued at about $36,000 during the same quarter. Additionally, DHJJ Financial Advisors Ltd. increased its position in the ETF by an impressive 407.5% in the second quarter, bringing their total shares to 340, worth approximately $36,000 after acquiring an additional 273 shares. Other notable purchases include HWG Holdings LP and Financial Connections Group Inc., which invested new stakes valued at around $41,000 and $54,000, respectively, in the second quarter.

Performance of iShares Core S&P Small-Cap ETF

On Tuesday, the shares of the iShares Core S&P Small-Cap ETF opened at $116.10. The ETF has a 50-day moving average of $114.74 and a 200-day moving average of $110.68. In the past year, this ETF has seen a low of $87.32 and a high of $120.74. It boasts a market capitalization of $84.23 billion, a price-to-earnings ratio of 12.95, and a beta of 1.16, indicating a moderate level of volatility compared to the broader market.

About iShares Core S&P Small-Cap ETF

The iShares Core S&P Small-Cap ETF, previously known as the iShares S&P SmallCap 600 Index Fund, aims to provide investment results that closely match the performance and yield of the S&P SmallCap 600 Index. This index measures the performance of publicly traded companies in the small-cap segment of the U.S. equity market.

Evernest, Investment, ETF