PFG Private Wealth Management LLC Has $4.86 Million Stake in iShares Core S&P Small-Cap ETF $IJR

PFG Private Wealth Management LLC reduced its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,757 shares of the exchange traded fund’s stock after selling 4,930 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 2.1% of PFG Private Wealth Management LLC’s portfolio, making the stock its 15th biggest holding. PFG Private Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,858,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Houlihan Financial Resource Group Ltd. lifted its holdings in iShares Core S&P Small-Cap ETF by 101.4% in the 4th quarter. Houlihan Financial Resource Group Ltd. now owns 101,872 shares of the exchange traded fund’s stock worth $12,566,000 after purchasing an additional 51,302 shares during the last quarter. Camden National Bank grew its holdings in iShares Core S&P Small-Cap ETF by 3.8% during the first quarter. Camden National Bank now owns 96,096 shares of the exchange traded fund’s stock valued at $11,946,000 after purchasing an additional 3,509 shares during the last quarter. Integrity Alliance LLC. grew its holdings in iShares Core S&P Small-Cap ETF by 52.0% during the fourth quarter. Integrity Alliance LLC. now owns 11,984 shares of the exchange traded fund’s stock valued at $1,440,000 after purchasing an additional 4,100 shares during the last quarter. LPL Financial LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock valued at $2,106,229,000 after purchasing an additional 992,984 shares during the period. Finally, SHP Wealth Management bought a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $1,208,000. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 1.1%

Shares of iShares Core S&P Small-Cap ETF stock opened at $142.92 on Wednesday. The firm has a fifty day simple moving average of $146.68 and a 200-day simple moving average of $137.63. iShares Core S&P Small-Cap ETF has a 1-year low of $112.00 and a 1-year high of $150.69. The stock has a market capitalization of $107.74 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01.

iShares Core S&P Small-Cap ETF Company 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.