4J Wealth Management LLC Has $1.43 Million Holdings in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)


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4J Wealth Management LLC lessened its stake in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 5.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,143 shares of the exchange traded fund’s stock after selling 745 shares during the quarter. iShares S&P SmallCap 600 ETF accounts for about 1.3% of 4J Wealth Management LLC’s investment portfolio, making the stock its 21st biggest holding. 4J Wealth Management LLC’s holdings in iShares S&P SmallCap 600 ETF were worth $1,426,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Nottingham Advisors Inc. boosted its holdings in iShares S&P SmallCap 600 ETF by 4.2% during the third quarter. Nottingham Advisors Inc. now owns 236,194 shares of the exchange traded fund’s stock worth $16,822,000 after purchasing an additional 9,460 shares during the last quarter. Wealth Alliance boosted its holdings in iShares S&P SmallCap 600 ETF by 3.7% during the third quarter. Wealth Alliance now owns 45,054 shares of the exchange traded fund’s stock worth $3,164,000 after purchasing an additional 1,596 shares during the last quarter. Paloma Partners Management Co acquired a new position in iShares S&P SmallCap 600 ETF during the third quarter worth $786,000. tru Independence LLC acquired a new position in iShares S&P SmallCap 600 ETF during the third quarter worth $1,098,000. Finally, Kathmere Capital Management LLC acquired a new position in iShares S&P SmallCap 600 ETF during the third quarter worth $140,000.

IJR traded down $1.15 during trading hours on Tuesday, hitting $108.49. 248,960 shares of the company’s stock were exchanged, compared to its average volume of 5,344,962. iShares S&P SmallCap 600 ETF has a 1-year low of $54.70 and a 1-year high of $115.20. The stock’s 50-day moving average is $109.18 and its two-hundred day moving average is $93.36.

iShares S&P SmallCap 600 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.

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Institutional Ownership by Quarter for iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

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