CWS Financial Advisors LLC Lowers Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

CWS Financial Advisors LLC decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 164,460 shares of the exchange traded fund’s stock after selling 589 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 6.8% of CWS Financial Advisors LLC’s investment portfolio, making the stock its 3rd largest position. CWS Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $19,235,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Capital City Trust Co. FL increased its position in iShares Core S&P Small-Cap ETF by 2.0% during the 3rd quarter. Capital City Trust Co. FL now owns 4,414 shares of the exchange traded fund’s stock valued at $516,000 after buying an additional 85 shares in the last quarter. Clear Harbor Asset Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 2.8% in the second quarter. Clear Harbor Asset Management LLC now owns 3,168 shares of the exchange traded fund’s stock worth $338,000 after acquiring an additional 86 shares during the last quarter. Founders Financial Alliance LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 2.0% during the second quarter. Founders Financial Alliance LLC now owns 4,729 shares of the exchange traded fund’s stock valued at $504,000 after acquiring an additional 91 shares in the last quarter. Riggs Asset Managment Co. Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 50.6% in the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after purchasing an additional 91 shares during the last quarter. Finally, NavPoint Financial Inc. boosted its stake in iShares Core S&P Small-Cap ETF by 0.9% in the 3rd quarter. NavPoint Financial Inc. now owns 10,432 shares of the exchange traded fund’s stock worth $1,220,000 after purchasing an additional 91 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $126.22 on Friday. The firm has a market cap of $91.57 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a fifty-two week low of $95.20 and a fifty-two week high of $128.61. The firm has a 50-day simple moving average of $118.56 and a two-hundred day simple moving average of $113.43.

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.