GoalVest Advisory LLC Reduces Holdings in iShares Core S&P Small-Cap ETF $IJR

GoalVest Advisory LLC trimmed its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 58.0% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 699 shares of the exchange traded fund’s stock after selling 967 shares during the quarter. GoalVest Advisory LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $76,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of IJR. Atlas Capital Advisors Inc. purchased a new position in iShares Core S&P Small-Cap ETF during the first quarter worth $26,000. RMG Wealth Management LLC purchased a new position in iShares Core S&P Small-Cap ETF during the second quarter worth $27,000. N.E.W. Advisory Services LLC purchased a new position in iShares Core S&P Small-Cap ETF during the first quarter worth $28,000. Bulwark Capital Corp purchased a new position in iShares Core S&P Small-Cap ETF during the second quarter worth $30,000. Finally, Curio Wealth LLC boosted its stake in iShares Core S&P Small-Cap ETF by 26,900.0% during the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock worth $30,000 after buying an additional 269 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 0.0%

NYSEARCA IJR opened at $121.15 on Tuesday. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $128.61. The firm has a market capitalization of $87.56 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. The company has a fifty day moving average of $118.37 and a two-hundred day moving average of $111.04.

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.