Orgel Wealth Management LLC Reduces Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Orgel Wealth Management LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,004 shares of the exchange traded fund’s stock after selling 280 shares during the period. Orgel Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $443,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the business. Dohj LLC boosted its position in iShares Core S&P Small-Cap ETF by 710.1% in the fourth quarter. Dohj LLC now owns 34,098 shares of the exchange traded fund’s stock worth $3,691,000 after purchasing an additional 29,889 shares during the last quarter. Zhang Financial LLC raised its stake in iShares Core S&P Small-Cap ETF by 1.4% during the 4th quarter. Zhang Financial LLC now owns 15,746 shares of the exchange traded fund’s stock valued at $1,705,000 after purchasing an additional 212 shares during the period. Fusion Family Wealth LLC raised its stake in iShares Core S&P Small-Cap ETF by 128.8% during the 4th quarter. Fusion Family Wealth LLC now owns 155,572 shares of the exchange traded fund’s stock valued at $16,841,000 after purchasing an additional 87,564 shares during the period. Lowe Brockenbrough & Co. Inc. raised its stake in iShares Core S&P Small-Cap ETF by 4.8% during the 3rd quarter. Lowe Brockenbrough & Co. Inc. now owns 141,719 shares of the exchange traded fund’s stock valued at $13,433,000 after purchasing an additional 6,504 shares during the period. Finally, Stockman Wealth Management Inc. raised its stake in iShares Core S&P Small-Cap ETF by 5.5% during the 4th quarter. Stockman Wealth Management Inc. now owns 351,341 shares of the exchange traded fund’s stock valued at $38,033,000 after purchasing an additional 18,216 shares during the period.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR traded up $0.06 during trading hours on Thursday, reaching $105.36. The stock had a trading volume of 802,419 shares, compared to its average volume of 3,811,090. iShares Core S&P Small-Cap ETF has a 52 week low of $87.32 and a 52 week high of $111.57. The company has a 50 day moving average price of $107.14 and a two-hundred day moving average price of $106.66. The stock has a market capitalization of $76.44 billion, a PE ratio of 12.95 and a beta of 1.16.

About iShares Core S&P Small-Cap ETF

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.