Clifford Swan Investment Counsel LLC Cuts Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Clifford Swan Investment Counsel LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 9.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 77,729 shares of the exchange traded fund’s stock after selling 7,886 shares during the quarter. Clifford Swan Investment Counsel LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,528,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Resources Management Corp CT ADV grew its stake in shares of iShares Core S&P Small-Cap ETF by 144.7% in the 1st quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock worth $26,000 after acquiring an additional 123 shares in the last quarter. BankChampaign National Association purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at about $26,000. Investors Research Corp bought a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter valued at about $33,000. Evolution Wealth Management Inc. lifted its position 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 purchasing an additional 295 shares in the last quarter. Finally, Murphy & Mullick Capital Management Corp boosted its holdings in iShares Core S&P Small-Cap ETF by 42.4% during the fourth quarter. Murphy & Mullick Capital Management Corp now owns 356 shares of the exchange traded fund’s stock worth $43,000 after purchasing an additional 106 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

iShares Core S&P Small-Cap ETF stock opened at $144.52 on Tuesday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $112.00 and a fifty-two week high of $150.69. The firm’s 50-day simple moving average is $146.68 and its 200 day simple moving average is $137.55. The stock has a market cap of $108.95 billion, a PE ratio of 16.52 and a beta of 1.01.

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.