Octavia Wealth Advisors LLC Sells 214 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Octavia Wealth Advisors LLC trimmed its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,019 shares of the exchange traded fund’s stock after selling 214 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $435,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in IJR. Buffington Mohr McNeal bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter worth approximately $298,000. Investment Advisory Group LLC increased its holdings in iShares Core S&P Small-Cap ETF by 2.4% in the fourth quarter. Investment Advisory Group LLC now owns 99,801 shares of the exchange traded fund’s stock worth $10,803,000 after purchasing an additional 2,323 shares in the last quarter. United Asset Strategies Inc. bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter worth approximately $227,000. Crescent Grove Advisors LLC increased its holdings in iShares Core S&P Small-Cap ETF by 14.1% in the fourth quarter. Crescent Grove Advisors LLC now owns 180,406 shares of the exchange traded fund’s stock worth $19,529,000 after purchasing an additional 22,281 shares in the last quarter. Finally, LifePlan Financial LLC bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter worth approximately $215,000.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $102.98 on Wednesday. The company has a market cap of $75.02 billion, a P/E ratio of 12.80 and a beta of 1.18. The stock has a 50 day simple moving average of $107.02 and a two-hundred day simple moving average of $101.85. iShares Core S&P Small-Cap ETF has a fifty-two week low of $87.32 and a fifty-two week high of $111.16.

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.