iShares Core S&P Small-Cap ETF $IJR Stake Reduced by RKL Wealth Management LLC

RKL Wealth Management LLC lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.2% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 382,199 shares of the exchange traded fund’s stock after selling 29,493 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 4.3% of RKL Wealth Management LLC’s portfolio, making the stock its 5th biggest position. RKL Wealth Management LLC owned 0.05% of iShares Core S&P Small-Cap ETF worth $47,511,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IJR. Bank of America Corp DE increased its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after buying an additional 1,901,134 shares during the period. Northwestern Mutual Investment Management Company LLC boosted its position in iShares Core S&P Small-Cap ETF by 35.0% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after buying an additional 1,617,116 shares during the period. Valpey Financial Services LLC grew its holdings in iShares Core S&P Small-Cap ETF by 12,132.4% in the 4th quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock worth $168,855,000 after acquiring an additional 1,393,533 shares during the last quarter. Nationwide Fund Advisors grew its holdings in iShares Core S&P Small-Cap ETF by 98.8% in the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock worth $252,842,000 after acquiring an additional 1,045,425 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its position in shares of iShares Core S&P Small-Cap ETF by 2.5% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after acquiring an additional 1,024,536 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 0.5%

Shares of NYSEARCA:IJR opened at $147.54 on Thursday. The company has a market cap of $110.63 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. The company has a 50-day moving average price of $139.37 and a 200-day moving average price of $131.23. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $149.35.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.