Journey Beyond Wealth LLC Cuts Position in iShares Core S&P Small-Cap ETF $IJR

Journey Beyond Wealth LLC trimmed its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.6% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 36,368 shares of the exchange traded fund’s stock after selling 587 shares during the period. iShares Core S&P Small-Cap ETF makes up 3.4% of Journey Beyond Wealth LLC’s investment portfolio, making the stock its 10th largest holding. Journey Beyond Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,975,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Signature Resources Capital Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 105.8% during the first quarter. Signature Resources Capital Management LLC now owns 249 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 128 shares during the period. Atlas Capital Advisors Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF during the first quarter worth approximately $26,000. Hoey Investments Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF during the first quarter worth approximately $28,000. N.E.W. Advisory Services LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the first quarter worth approximately $28,000. Finally, Bulwark Capital Corp acquired a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter worth approximately $30,000. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Up 0.5%

Shares of NYSEARCA:IJR opened at $120.08 on Friday. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $128.61. The stock’s 50 day moving average is $116.28 and its 200-day moving average is $109.04. The firm has a market capitalization of $86.76 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15.

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.