iShares Core S&P Small-Cap ETF $IJR is Journey Beyond Wealth LLC’s 10th Largest Position

Journey Beyond Wealth LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.6% in the second quarter, HoldingsChannel reports. The institutional investor owned 36,368 shares of the exchange traded fund’s stock after selling 587 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 3.4% of Journey Beyond Wealth LLC’s portfolio, making the stock its 10th biggest position. Journey Beyond Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,975,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of IJR. Kingstone Capital Partners Texas LLC purchased a new stake in iShares Core S&P Small-Cap ETF in the 2nd quarter valued at $2,049,784,000. Mullooly Asset Management Inc. purchased a new stake in iShares Core S&P Small-Cap ETF in the 1st quarter valued at $709,778,000. Wealthspire Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 105.3% in the 1st quarter. Wealthspire Advisors LLC now owns 3,883,282 shares of the exchange traded fund’s stock valued at $406,075,000 after buying an additional 1,991,742 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in iShares Core S&P Small-Cap ETF by 1,175.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,912,735 shares of the exchange traded fund’s stock valued at $200,015,000 after buying an additional 1,762,735 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its position in iShares Core S&P Small-Cap ETF by 83.8% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 2,492,515 shares of the exchange traded fund’s stock valued at $281,854,000 after buying an additional 1,136,151 shares during the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $120.08 on Friday. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $128.61. The firm has a market cap of $86.76 billion, a PE ratio of 16.52 and a beta of 1.15. The stock has a fifty day moving average price of $116.28 and a 200-day moving average price of $109.04.

iShares Core S&P Small-Cap ETF 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.