Legacy Wealth Management LLC cut its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 409,323 shares of the exchange traded fund’s stock after selling 5,111 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 3.2% of Legacy Wealth Management LLC’s investment portfolio, making the stock its 10th largest position. Legacy Wealth Management LLC owned approximately 0.05% of iShares Core S&P Small-Cap ETF worth $60,707,000 at the end of the most recent reporting period.
Several other institutional investors have also made changes to their positions in IJR. Bank of America Corp DE increased its holdings in iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after buying an additional 1,901,134 shares during the last quarter. Northwestern Mutual Investment Management Company LLC lifted its stake in iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after acquiring an additional 1,617,116 shares during the last quarter. Valpey Financial Services LLC lifted its stake in iShares Core S&P Small-Cap ETF by 12,132.4% in the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after acquiring an additional 1,393,533 shares during the last quarter. Fifth Third Bancorp grew its position in iShares Core S&P Small-Cap ETF by 56.3% in the first quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock worth $399,823,000 after acquiring an additional 1,159,049 shares in the last quarter. Finally, Nationwide Fund Advisors increased its stake in shares of iShares Core S&P Small-Cap ETF by 98.8% during the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock worth $252,842,000 after purchasing an additional 1,045,425 shares during the last quarter. 66.92% of the stock is currently owned by institutional investors and hedge funds.
iShares Core S&P Small-Cap ETF Stock Performance
iShares Core S&P Small-Cap ETF stock opened at $148.93 on Monday. The company has a market capitalization of $112.27 billion, a P/E ratio of 16.52 and a beta of 1.01. The firm’s fifty day simple moving average is $144.52 and its 200-day simple moving average is $135.45. iShares Core S&P Small-Cap ETF has a 1-year low of $110.60 and a 1-year high of $150.69.
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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