Elwood & Goetz Wealth Advisory Group LLC Trims Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Elwood & Goetz Wealth Advisory Group LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 59,362 shares of the exchange traded fund’s stock after selling 2,455 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 1.4% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 16th largest position. Elwood & Goetz Wealth Advisory Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,426,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Magnolia Capital Advisors LLC lifted its position in iShares Core S&P Small-Cap ETF by 0.5% in the 4th quarter. Magnolia Capital Advisors LLC now owns 19,815 shares of the exchange traded fund’s stock worth $1,875,000 after buying an additional 96 shares during the last quarter. North Star Investment Management Corp. grew its stake in iShares Core S&P Small-Cap ETF by 2.1% in the fourth quarter. North Star Investment Management Corp. now owns 4,745 shares of the exchange traded fund’s stock worth $514,000 after purchasing an additional 97 shares during the period. Parkside Financial Bank & Trust grew its stake in iShares Core S&P Small-Cap ETF by 2.5% in the second quarter. Parkside Financial Bank & Trust now owns 4,211 shares of the exchange traded fund’s stock worth $420,000 after purchasing an additional 102 shares during the period. Port Capital LLC grew its stake in iShares Core S&P Small-Cap ETF by 2.7% in the second quarter. Port Capital LLC now owns 3,906 shares of the exchange traded fund’s stock worth $389,000 after purchasing an additional 103 shares during the period. Finally, BNC Wealth Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 4.8% in the fourth quarter. BNC Wealth Management LLC now owns 2,239 shares of the exchange traded fund’s stock worth $242,000 after acquiring an additional 103 shares during the last quarter.

iShares Core S&P Small-Cap ETF Trading Up 0.5 %

NYSEARCA IJR opened at $110.52 on Friday. iShares Core S&P Small-Cap ETF has a 12 month low of $87.32 and a 12 month high of $111.16. The stock has a market cap of $77.20 billion, a P/E ratio of 12.11 and a beta of 1.15. The stock’s fifty day moving average price is $106.42 and its 200-day moving average price is $100.70.

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.