McKinley Carter Wealth Services Inc. Reduces Holdings in iShares Core S&P Small-Cap ETF $IJR

McKinley Carter Wealth Services Inc. decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 9.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 138,649 shares of the exchange traded fund’s stock after selling 14,231 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 0.9% of McKinley Carter Wealth Services Inc.’s investment portfolio, making the stock its 28th largest position. McKinley Carter Wealth Services Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $16,663,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. lifted its holdings in iShares Core S&P Small-Cap ETF by 2.5% during 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 purchasing an additional 1,024,536 shares in the last quarter. Jones Financial Companies Lllp lifted its holdings in iShares Core S&P Small-Cap ETF by 549.5% during the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after purchasing an additional 12,593,909 shares in the last quarter. Northwestern Mutual Investment Management Company LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 35.0% during the fourth 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 purchasing an additional 1,617,116 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 2.1% during the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock valued at $601,837,000 after purchasing an additional 112,747 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its holdings in iShares Core S&P Small-Cap ETF by 60.1% during the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after purchasing an additional 1,928,405 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA:IJR opened at $134.40 on Tuesday. iShares Core S&P Small-Cap ETF has a 1-year low of $102.57 and a 1-year high of $139.49. The company has a market capitalization of $100.35 billion, a P/E ratio of 16.52 and a beta of 1.03. The firm’s 50 day simple moving average is $129.82 and its two-hundred day simple moving average is $126.20.

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.