Orgel Wealth Management LLC Sells 117 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Orgel Wealth Management LLC cut its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,165 shares of the exchange traded fund’s stock after selling 117 shares during the period. Orgel Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $436,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Founders Financial Alliance LLC raised its stake in iShares Core S&P Small-Cap ETF by 2.0% during the fourth quarter. Founders Financial Alliance LLC now owns 4,697 shares of the exchange traded fund’s stock worth $541,000 after acquiring an additional 91 shares in the last quarter. Plancorp LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 0.5% in the fourth quarter. Plancorp LLC now owns 19,084 shares of the exchange traded fund’s stock valued at $2,199,000 after buying an additional 96 shares during the period. Blueprint Investment Partners LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.3% during the 4th quarter. Blueprint Investment Partners LLC now owns 4,385 shares of the exchange traded fund’s stock valued at $505,000 after purchasing an additional 98 shares in the last quarter. Lane & Associates LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 0.7% in the 4th quarter. Lane & Associates LLC now owns 14,608 shares of the exchange traded fund’s stock valued at $1,730,000 after acquiring an additional 99 shares in the last quarter. Finally, Quartz Partners LLC grew its holdings in iShares Core S&P Small-Cap ETF by 3.9% in the fourth quarter. Quartz Partners LLC now owns 2,650 shares of the exchange traded fund’s stock worth $305,000 after purchasing an additional 100 shares during the period.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $108.82 on Tuesday. The firm has a market capitalization of $79.20 billion, a price-to-earnings ratio of 16.94 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $128.61. The business has a 50-day simple moving average of $101.55 and a 200 day simple moving average of $110.54.

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.