iShares Core S&P Small-Cap ETF $IJR Shares Sold by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas cut its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.8% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,407 shares of the exchange traded fund’s stock after selling 1,700 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 1.5% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 12th biggest position. Heritage Wealth Management Inc. Texas’ holdings in iShares Core S&P Small-Cap ETF were worth $2,996,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in IJR. Atlas Capital Advisors Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF during the first quarter worth about $26,000. RMG Wealth Management LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter worth about $27,000. 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 about $28,000. Bulwark Capital Corp acquired a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter worth about $30,000. Finally, Curio Wealth LLC grew its position in shares of 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 in the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $121.15 on Tuesday. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $128.61. The company has a market cap of $87.56 billion, a PE ratio of 16.52 and a beta of 1.08. The business has a 50-day simple moving average of $118.37 and a 200-day simple 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.