Evernest Financial Advisors LLC Has $6.59 Million Stake in iShares Core S&P Small-Cap ETF $IJR

Evernest Financial Advisors LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 24.7% in the 1st quarter, Holdings Channel reports. The firm owned 48,256 shares of the exchange traded fund’s stock after selling 15,869 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 1.4% of Evernest Financial Advisors LLC’s investment portfolio, making the stock its 18th biggest position. Evernest Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,590,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently bought and sold shares of the business. Crewe Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 4.2% in the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after acquiring an additional 5,956 shares during the period. Resonant Capital Advisors LLC lifted its stake in iShares Core S&P Small-Cap ETF by 2.2% during the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock worth $33,024,000 after purchasing an additional 5,942 shares during the period. Fortitude Family Office LLC lifted its stake in iShares Core S&P Small-Cap ETF by 10.1% during the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after purchasing an additional 4,209 shares during the period. Capital Asset Advisory Services LLC lifted its stake in iShares Core S&P Small-Cap ETF by 7.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock worth $51,281,000 after purchasing an additional 29,257 shares during the period. Finally, Dynamic Advisor Solutions LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 24.3% during the fourth quarter. Dynamic Advisor Solutions LLC now owns 27,298 shares of the exchange traded fund’s stock valued at $3,281,000 after purchasing an additional 5,328 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 0.4%

IJR stock opened at $144.99 on Tuesday. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $149.35. The firm has a market cap of $108.97 billion, a P/E ratio of 16.52 and a beta of 1.01. The business’s 50 day moving average is $140.94 and its 200-day moving average is $132.51.

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.