Topel & Distasi Wealth Management LLC trimmed its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 79,440 shares of the exchange traded fund’s stock after selling 3,988 shares during the period. iShares Core S&P Small-Cap ETF makes up about 5.4% of Topel & Distasi Wealth Management LLC’s portfolio, making the stock its 6th biggest position. Topel & Distasi Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,807,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also bought and sold shares of IJR. Confluence Wealth Services Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 21.4% during the 3rd quarter. Confluence Wealth Services Inc. now owns 15,629 shares of the exchange traded fund’s stock valued at $2,126,000 after buying an additional 2,750 shares during the last quarter. Moneco Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 26.9% in the 3rd quarter. Moneco Advisors LLC now owns 15,703 shares of the exchange traded fund’s stock valued at $2,136,000 after buying an additional 3,324 shares during the period. Mesirow Financial Investment Management Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.7% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 1,661,038 shares of the exchange traded fund’s stock valued at $225,973,000 after buying an additional 42,885 shares during the period. Lido Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 37.8% in the 3rd quarter. Lido Advisors LLC now owns 606,927 shares of the exchange traded fund’s stock valued at $82,567,000 after buying an additional 166,508 shares during the period. Finally, Keybank National Association OH lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.7% in the 3rd quarter. Keybank National Association OH now owns 4,062,278 shares of the exchange traded fund’s stock valued at $552,632,000 after buying an additional 69,552 shares during the period. 66.92% of the stock is currently owned by institutional investors and hedge funds.
iShares Core S&P Small-Cap ETF Stock Down 0.4%
Shares of IJR opened at $141.19 on Wednesday. iShares Core S&P Small-Cap ETF has a 52 week low of $112.00 and a 52 week high of $150.69. The company has a market capitalization of $106.41 billion, a price-to-earnings ratio of 16.52 and a beta of 1.04. The stock’s 50-day moving average price is $139.44 and its 200-day moving average price is $137.49.
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. 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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