AFG Fiduciary Services Limited Partnership has increased its stake in iShares Core S&P Small-Cap ETF by 8.7% during the second quarter. According to a recent filing with the Securities & Exchange Commission, the firm acquired 3,822 additional shares, bringing its total to 47,613.
AFG Fiduciary Services Limited Partnership Acquires 3,822 Shares of iShares Core S&P Small-Cap ETF $IJR

Key Takeaways:
- AFG Fiduciary Services Limited Partnership raised its stake by 8.7%.
- 3,822 additional shares of iShares Core S&P Small-Cap ETF were purchased.
- Total holdings now reach 47,613 shares.
- The move was disclosed in a filing with the Securities & Exchange Commission.
- iShares Core S&P Small-Cap ETF focuses on the small-cap market segment.
AFG’s Recent Investment Move
AFG Fiduciary Services Limited Partnership recently enhanced its position in iShares Core S&P Small-Cap ETF. A new filing with the Securities & Exchange Commission shows that the firm increased its stake by 8.7% over the course of the second quarter.
Rise in Shares
The partnership’s purchase of 3,822 additional shares reflects a significant boost to its holdings. Before this acquisition, the firm owned fewer shares; the additional purchase brings the total to 47,613.
Transparency Through SEC Filing
AFG disclosed the details of this transaction in a filing with the SEC, highlighting the firm’s commitment to clear and accurate public reporting. Investors often track such filings to gauge institutional confidence in particular funds or segments of the market.
Focus on Small-Caps
The iShares Core S&P Small-Cap ETF, trading under the ticker NYSEARCA: IJR, aims to track the performance of small-cap companies within the broader S&P index. These smaller companies can offer high-growth potential, though often accompanied by higher volatility. AFG’s move underscores its ongoing belief in the potential of these smaller, less-established firms to deliver returns.
Looking Ahead
While the future performance of small-cap stocks can be influenced by a variety of market factors, AFG’s decision to increase its stake in iShares Core S&P Small-Cap ETF suggests the firm sees opportunity in this segment. Whether small-cap companies will continue to capture investor attention remains to be seen, but this latest purchase highlights the importance of closely monitoring this corner of the market.