iShares Core S&P Small-Cap ETF $IJR Shares Sold by Roth Financial Partners LLC

Roth Financial Partners LLC reduced its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 193,847 shares of the exchange traded fund’s stock after selling 4,161 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 8.6% of Roth Financial Partners LLC’s investment portfolio, making the stock its 3rd largest position. Roth Financial Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $26,375,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of the stock. Fifth Third Bancorp increased its position in iShares Core S&P Small-Cap ETF by 56.3% during the first quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock worth $399,823,000 after purchasing an additional 1,159,049 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in iShares Core S&P Small-Cap ETF by 2.6% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 44,570,998 shares of the exchange traded fund’s stock worth $6,610,325,000 after purchasing an additional 1,132,592 shares during the period. Shelter Mutual Insurance Co acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter valued at $102,032,000. LPL Financial LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock valued at $2,106,229,000 after purchasing an additional 992,984 shares during the last quarter. Finally, Janney Montgomery Scott LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 99.8% in the 4th quarter. Janney Montgomery Scott LLC now owns 1,555,996 shares of the exchange traded fund’s stock valued at $187,000,000 after purchasing an additional 777,025 shares during the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Down 0.1%

Shares of NYSEARCA IJR traded down $0.17 during trading on Tuesday, hitting $138.85. 2,739,750 shares of the company traded hands, compared to its average volume of 4,690,851. The firm has a market capitalization of $104.72 billion, a P/E ratio of 16.52 and a beta of 1.03. The company has a 50-day moving average price of $143.96 and a 200-day moving average price of $139.69. iShares Core S&P Small-Cap ETF has a 1 year low of $112.00 and a 1 year high of $150.69.

iShares Core S&P Small-Cap ETF Company 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.