Dynasty Wealth Management LLC Trims Position in iShares Core S&P Small-Cap ETF $IJR

Dynasty Wealth Management LLC cut its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 83.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 106,106 shares of the exchange traded fund’s stock after selling 551,959 shares during the period. Dynasty Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $12,752,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Pasadena Private Wealth LLC increased its holdings in iShares Core S&P Small-Cap ETF by 0.7% in the 4th quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after acquiring an additional 76 shares during the last quarter. Flavin Financial Services Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 0.4% in the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock valued at $2,239,000 after acquiring an additional 78 shares during the last quarter. Westmount Partners LLC increased its holdings in iShares Core S&P Small-Cap ETF by 0.3% in the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock valued at $3,131,000 after acquiring an additional 79 shares during the last quarter. Kapstone Financial Advisors LLC increased its holdings in iShares Core S&P Small-Cap ETF by 4.3% in the 4th quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock valued at $229,000 after acquiring an additional 79 shares during the last quarter. Finally, Lazari Capital Management Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 1.4% in the 4th quarter. Lazari Capital Management Inc. now owns 5,901 shares of the exchange traded fund’s stock valued at $709,000 after acquiring an additional 80 shares during the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR opened at $139.69 on Wednesday. The company has a market cap of $104.30 billion, a P/E ratio of 16.52 and a beta of 1.03. The firm’s fifty day moving average is $132.63 and its two-hundred day moving average is $127.57. iShares Core S&P Small-Cap ETF has a 52-week low of $104.66 and a 52-week high of $140.53.

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.