Laurel Wealth Planning LLC Cuts Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Laurel Wealth Planning LLC lessened its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,686 shares of the exchange traded fund’s stock after selling 226 shares during the quarter. Laurel Wealth Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,222,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. Dana Investment Advisors Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 3.1% in the 4th quarter. Dana Investment Advisors Inc. now owns 22,059 shares of the exchange traded fund’s stock worth $2,542,000 after purchasing an additional 656 shares during the period. Clearwater Capital Advisors LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 4.1% in the 4th quarter. Clearwater Capital Advisors LLC now owns 12,615 shares of the exchange traded fund’s stock worth $1,454,000 after purchasing an additional 496 shares during the period. Pathway Financial Advisors LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 29.6% in the 1st quarter. Pathway Financial Advisors LLC now owns 109,794 shares of the exchange traded fund’s stock worth $11,481,000 after purchasing an additional 25,106 shares during the period. Naples Global Advisors LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 9.5% in the 1st quarter. Naples Global Advisors LLC now owns 58,096 shares of the exchange traded fund’s stock worth $6,075,000 after purchasing an additional 5,055 shares during the period. Finally, Bank of America Corp DE boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 3.4% in the 4th quarter. Bank of America Corp DE now owns 32,066,508 shares of the exchange traded fund’s stock worth $3,694,703,000 after purchasing an additional 1,052,941 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $109.49 on Friday. The stock has a market cap of $79.06 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. The stock has a 50 day moving average price of $104.98 and a 200-day moving average price of $109.00. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $128.61.

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.