iShares Core S&P Small-Cap ETF $IJR Shares Sold by Waterway Wealth Management LLC

Waterway Wealth Management LLC lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 94,640 shares of the exchange traded fund’s stock after selling 6,533 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 2.2% of Waterway Wealth Management LLC’s holdings, making the stock its 12th largest holding. Waterway Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,765,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Nvwm LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth about $25,000. Bank & Trust Co acquired a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $30,000. Networth Advisors LLC purchased a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $40,000. DecisionPoint Financial LLC boosted its stake in iShares Core S&P Small-Cap ETF by 61.7% during the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock worth $42,000 after buying an additional 132 shares during the period. Finally, Richardson Financial Services Inc. acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $42,000. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

iShares Core S&P Small-Cap ETF stock opened at $146.27 on Friday. The company’s 50 day simple moving average is $138.29 and its 200-day simple moving average is $130.53. iShares Core S&P Small-Cap ETF has a 1 year low of $107.08 and a 1 year high of $147.19. The company has a market capitalization of $109.21 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.