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

Global Wealth Management LLC decreased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 81,339 shares of the exchange traded fund’s stock after selling 3,845 shares during the period. iShares Core S&P Small-Cap ETF accounts for 5.3% of Global Wealth Management LLC’s portfolio, making the stock its 7th largest position. Global Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $9,775,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Crewe Advisors LLC increased its position in iShares Core S&P Small-Cap ETF by 4.2% in the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after acquiring an additional 5,956 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in iShares Core S&P Small-Cap ETF by 10.0% in the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock valued at $13,302,000 after acquiring an additional 10,185 shares during the period. Alaska Permanent Capital Management LLC increased its position in iShares Core S&P Small-Cap ETF by 11.4% in the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock valued at $64,780,000 after acquiring an additional 55,761 shares during the period. Latko Wealth Management Ltd. increased its position in iShares Core S&P Small-Cap ETF by 8.5% in the 3rd quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock valued at $6,979,000 after acquiring an additional 4,608 shares during the period. Finally, Fortitude Family Office LLC increased its position in iShares Core S&P Small-Cap ETF by 10.1% in the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after acquiring an additional 4,209 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $132.69 on Friday. iShares Core S&P Small-Cap ETF has a 12 month low of $93.37 and a 12 month high of $133.52. The stock has a market cap of $98.64 billion, a P/E ratio of 16.52 and a beta of 1.02. The stock’s 50 day moving average price is $127.57 and its 200 day moving average price is $123.70.

iShares Core S&P Small-Cap ETF Company 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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.