Shelton Wealth Management LLC reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,376 shares of the exchange traded fund’s stock after selling 1,387 shares during the period. iShares Core S&P Small-Cap ETF comprises 1.2% of Shelton Wealth Management LLC’s investment portfolio, making the stock its 21st largest holding. Shelton Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $2,233,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently made changes to their positions in IJR. Versant Capital Management Inc boosted its stake in shares of iShares Core S&P Small-Cap ETF by 71.9% in the 4th quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock valued at $188,000 after purchasing an additional 683 shares during the last quarter. Fidelis Capital Partners LLC grew its holdings in iShares Core S&P Small-Cap ETF by 29.5% during the 2nd quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock worth $4,313,000 after acquiring an additional 9,098 shares during the period. Sendero Wealth Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 29.1% in the 3rd quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock valued at $671,000 after purchasing an additional 1,291 shares during the period. Joel Isaacson & Co. LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 2.3% in the 3rd quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock valued at $2,283,000 after purchasing an additional 444 shares during the period. Finally, TPG Advisors LLC acquired a new stake in iShares Core S&P Small-Cap ETF in the 2nd quarter valued at $2,686,000.
iShares Core S&P Small-Cap ETF Trading Up 0.5 %
IJR opened at $117.99 on Friday. iShares Core S&P Small-Cap ETF has a 1-year low of $101.85 and a 1-year high of $128.61. The company has a market cap of $85.60 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The company’s fifty day moving average price is $120.36 and its two-hundred day moving average price is $116.16.
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.
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