Occidental Asset Management LLC Has $734,000 Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Occidental Asset Management LLC lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 82.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,361 shares of the exchange traded fund’s stock after selling 34,830 shares during the period. Occidental Asset Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $734,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Etfidea LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.8% in the second quarter. Etfidea LLC now owns 16,075 shares of the exchange traded fund’s stock worth $1,602,000 after buying an additional 437 shares during the period. Juncture Wealth Strategies LLC boosted its position in iShares Core S&P Small-Cap ETF by 36.5% during the second quarter. Juncture Wealth Strategies LLC now owns 17,039 shares of the exchange traded fund’s stock valued at $1,698,000 after purchasing an additional 4,556 shares during the last quarter. Affiance Financial LLC boosted its position in iShares Core S&P Small-Cap ETF by 3.1% during the second quarter. Affiance Financial LLC now owns 206,352 shares of the exchange traded fund’s stock valued at $20,563,000 after purchasing an additional 6,129 shares during the last quarter. Cypress Financial Planning LLC boosted its position in iShares Core S&P Small-Cap ETF by 1.5% during the second quarter. Cypress Financial Planning LLC now owns 11,204 shares of the exchange traded fund’s stock valued at $1,124,000 after purchasing an additional 171 shares during the last quarter. Finally, Capital Advisors Wealth Management LLC boosted its position in iShares Core S&P Small-Cap ETF by 9.4% during the second quarter. Capital Advisors Wealth Management LLC now owns 18,804 shares of the exchange traded fund’s stock valued at $1,874,000 after purchasing an additional 1,619 shares during the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.6 %

IJR opened at $97.02 on Tuesday. The stock has a market cap of $67.77 billion, a price-to-earnings ratio of 12.11 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 1 year low of $86.40 and a 1 year high of $108.24. The stock has a fifty day moving average price of $101.02 and a 200 day moving average price of $97.60.

About iShares Core S&P Small-Cap ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Receive News & Ratings for iShares Core S&P Small-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P Small-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.