XML Financial LLC Sells 39,823 Shares of iShares Core S&P Small-Cap ETF $IJR

XML Financial LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 32.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 84,337 shares of the exchange traded fund’s stock after selling 39,823 shares during the period. XML Financial LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,484,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of IJR. Crewe Advisors LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 4.2% in the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock worth $17,774,000 after acquiring an additional 5,956 shares during the period. Resonant Capital Advisors LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 2.2% in the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after purchasing an additional 5,942 shares in the last quarter. Fortitude Family Office LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 10.1% during the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after purchasing an additional 4,209 shares during the period. Becker Capital Management Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 3.1% during the 3rd quarter. Becker Capital Management Inc. now owns 427,257 shares of the exchange traded fund’s stock valued at $50,771,000 after purchasing an additional 12,672 shares during the period. Finally, Capital Asset Advisory Services LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 7.7% during the 4th quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock worth $51,281,000 after purchasing an additional 29,257 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $143.21 on Monday. iShares Core S&P Small-Cap ETF has a 52-week low of $105.15 and a 52-week high of $145.06. The stock’s 50-day simple moving average is $137.26 and its 200 day simple moving average is $129.89. The stock has a market capitalization of $106.93 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02.

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.