Charter Oak Capital Management LLC Reduces Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Charter Oak Capital Management LLC decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 20.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,343 shares of the exchange traded fund’s stock after selling 1,400 shares during the quarter. Charter Oak Capital Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $570,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Clear Harbor Asset Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 2.8% in the 2nd quarter. Clear Harbor Asset Management LLC now owns 3,168 shares of the exchange traded fund’s stock valued at $338,000 after purchasing an additional 86 shares during the last quarter. National Wealth Management Group LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 1.2% in the 1st quarter. National Wealth Management Group LLC now owns 8,296 shares of the exchange traded fund’s stock valued at $917,000 after purchasing an additional 96 shares during the last quarter. Innealta Capital LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 2.3% in the 4th quarter. Innealta Capital LLC now owns 4,285 shares of the exchange traded fund’s stock valued at $464,000 after purchasing an additional 97 shares during the last quarter. Stonebridge Capital Advisors LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 4.8% in the 1st quarter. Stonebridge Capital Advisors LLC now owns 2,118 shares of the exchange traded fund’s stock valued at $234,000 after purchasing an additional 97 shares during the last quarter. Finally, Nadler Financial Group Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 3.1% in the 4th quarter. Nadler Financial Group Inc. now owns 3,234 shares of the exchange traded fund’s stock valued at $350,000 after purchasing an additional 98 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Up 3.0 %

Shares of iShares Core S&P Small-Cap ETF stock traded up $3.40 during midday trading on Friday, hitting $116.47. The company had a trading volume of 4,583,430 shares, compared to its average volume of 3,887,917. iShares Core S&P Small-Cap ETF has a 12-month low of $87.32 and a 12-month high of $120.74. The stock has a market cap of $84.50 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The company has a fifty day simple moving average of $110.59 and a 200 day simple moving average of $108.35.

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.