Sonata Capital Group Inc. Sells 655 Shares of iShares Core S&P Small-Cap ETF $IJR

Sonata Capital Group Inc. lowered its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,006 shares of the exchange traded fund’s stock after selling 655 shares during the quarter. Sonata Capital Group Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $875,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Investment Partners Asset Management Inc. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2.7% in the 2nd quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock valued at $380,000 after purchasing an additional 93 shares during the period. Blue Barn Wealth LLC increased its position in iShares Core S&P Small-Cap ETF by 1.6% during the first quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock worth $640,000 after buying an additional 97 shares during the last quarter. LMG Wealth Partners LLC raised its stake in iShares Core S&P Small-Cap ETF by 3.7% in the first quarter. LMG Wealth Partners LLC now owns 2,733 shares of the exchange traded fund’s stock valued at $286,000 after buying an additional 98 shares during the period. Resurgent Financial Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 0.8% in the first quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock valued at $1,310,000 after buying an additional 98 shares during the last quarter. Finally, Lauer Wealth LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 1.3% during the 1st quarter. Lauer Wealth LLC now owns 7,768 shares of the exchange traded fund’s stock worth $783,000 after acquiring an additional 100 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 0.7%

IJR opened at $118.91 on Thursday. The stock’s fifty day simple moving average is $118.01 and its 200 day simple moving average is $110.26. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-year high of $128.61. The stock has a market cap of $86.00 billion, a PE ratio of 16.52 and a beta of 1.15.

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.