Wealth Effects LLC Sells 664 Shares of iShares Core S&P Small-Cap ETF $IJR

Wealth Effects LLC lessened its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 9.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,232 shares of the exchange traded fund’s stock after selling 664 shares during the period. Wealth Effects LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $681,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of the company. 3Chopt Investment Partners LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the first quarter valued at approximately $544,000. Pathway Financial Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 29.6% during the 1st quarter. Pathway Financial Advisors LLC now owns 109,794 shares of the exchange traded fund’s stock valued at $11,481,000 after purchasing an additional 25,106 shares during the last quarter. Naples Global Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 9.5% during the 1st quarter. Naples Global Advisors LLC now owns 58,096 shares of the exchange traded fund’s stock valued at $6,075,000 after purchasing an additional 5,055 shares during the last quarter. Alley Investment Management Company LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 0.7% in the 1st quarter. Alley Investment Management Company LLC now owns 71,815 shares of the exchange traded fund’s stock worth $7,510,000 after purchasing an additional 468 shares in the last quarter. Finally, Principle Wealth Partners LLC grew its stake in iShares Core S&P Small-Cap ETF by 2.8% during the 1st quarter. Principle Wealth Partners LLC now owns 285,183 shares of the exchange traded fund’s stock worth $29,822,000 after buying an additional 7,735 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 Price Performance

Shares of NYSEARCA:IJR opened at $119.33 on Wednesday. The business’s 50-day moving average is $115.27 and its 200 day moving average is $108.28. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $128.61. The firm has a market capitalization of $86.72 billion, a P/E ratio of 16.52 and a beta of 1.15.

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.