WealthShield Partners LLC Has $1.13 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

WealthShield Partners LLC lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 52.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,612 shares of the exchange traded fund’s stock after selling 8,425 shares during the quarter. WealthShield Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,129,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Resources Management Corp CT ADV lifted its stake in iShares Core S&P Small-Cap ETF by 144.7% during the first quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 123 shares in the last quarter. BankChampaign National Association purchased a new position in shares of iShares Core S&P Small-Cap ETF in the first quarter worth approximately $26,000. Investors Research Corp purchased a new position in shares of iShares Core S&P Small-Cap ETF in the second quarter worth approximately $33,000. Kopp Family Office LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 134.8% in the second quarter. Kopp Family Office LLC now owns 331 shares of the exchange traded fund’s stock worth $49,000 after acquiring an additional 190 shares in the last quarter. Finally, Evolution Wealth Management Inc. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 546.3% during the fourth quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock valued at $42,000 after acquiring an additional 295 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $147.31 on Friday. The company has a market cap of $111.05 billion, a PE ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 52 week low of $112.00 and a 52 week high of $150.69. The firm has a 50 day simple moving average of $146.26 and a 200 day simple moving average of $136.82.

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. 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.