Madison Wealth Partners Inc reduced its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 75.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 61,232 shares of the exchange traded fund’s stock after selling 184,638 shares during the period. iShares Core S&P Small-Cap ETF comprises approximately 1.3% of Madison Wealth Partners Inc’s portfolio, making the stock its 16th largest holding. Madison Wealth Partners Inc’s holdings in iShares Core S&P Small-Cap ETF were worth $7,359,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of the business. Missouri Education Pension Trust bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth about $99,776,000. Zhang Financial LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 3.1% in the 4th quarter. Zhang Financial LLC now owns 17,406 shares of the exchange traded fund’s stock worth $2,092,000 after buying an additional 522 shares during the last quarter. Valpey Financial Services LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 12,132.4% in the 4th quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock worth $168,855,000 after buying an additional 1,393,533 shares during the last quarter. Fiducient Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 1.8% in the 4th quarter. Fiducient Advisors LLC now owns 149,923 shares of the exchange traded fund’s stock worth $18,018,000 after buying an additional 2,675 shares during the last quarter. Finally, Basepoint Wealth LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth about $191,000. 66.92% of the stock is currently owned by institutional investors.
iShares Core S&P Small-Cap ETF Stock Performance
iShares Core S&P Small-Cap ETF stock opened at $138.66 on Friday. The firm’s 50-day moving average is $132.32 and its 200-day moving average is $127.38. iShares Core S&P Small-Cap ETF has a 1 year low of $103.75 and a 1 year high of $140.53. The company has a market cap of $103.53 billion, a P/E ratio of 16.52 and a beta of 1.03.
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. 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.
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