Robertson Stephens Wealth Management LLC Sells 13,151 Shares of iShares Core S&P Small-Cap ETF $IJR

Robertson Stephens Wealth Management LLC reduced its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 112,411 shares of the exchange traded fund’s stock after selling 13,151 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $15,292,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of IJR. Lee Financial Co raised its position in shares of iShares Core S&P Small-Cap ETF by 8.3% in the 3rd quarter. Lee Financial Co now owns 51,737 shares of the exchange traded fund’s stock valued at $7,038,000 after acquiring an additional 3,950 shares during the period. Birch Hill Investment Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF by 0.6% during the 3rd quarter. Birch Hill Investment Advisors LLC now owns 215,192 shares of the exchange traded fund’s stock worth $29,275,000 after acquiring an additional 1,367 shares during the last quarter. Copper Harbor Investment Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF by 0.3% during the 3rd quarter. Copper Harbor Investment Advisors LLC now owns 37,794 shares of the exchange traded fund’s stock worth $5,141,000 after acquiring an additional 123 shares during the last quarter. Melone Private Wealth LLC grew its holdings in iShares Core S&P Small-Cap ETF by 2.4% during the third quarter. Melone Private Wealth LLC now owns 116,782 shares of the exchange traded fund’s stock valued at $15,887,000 after purchasing an additional 2,744 shares during the period. Finally, Forum Financial Management LP grew its holdings in iShares Core S&P Small-Cap ETF by 18.4% during the third quarter. Forum Financial Management LP now owns 2,806 shares of the exchange traded fund’s stock valued at $382,000 after purchasing an additional 436 shares during the period. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR opened at $135.91 on Friday. iShares Core S&P Small-Cap ETF has a 52-week low of $112.00 and a 52-week high of $150.69. The stock has a market cap of $101.96 billion, a P/E ratio of 16.52 and a beta of 1.03. The firm has a 50 day moving average price of $142.13 and a 200 day moving average price of $140.48.

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.