Tortoise Investment Management LLC Decreases Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Tortoise Investment Management LLC lessened its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 99,648 shares of the exchange traded fund’s stock after selling 2,367 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 1.0% of Tortoise Investment Management LLC’s investment portfolio, making the stock its 28th largest holding. Tortoise Investment Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,891,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in IJR. Investment Partners Asset Management Inc. grew its position in shares of iShares Core S&P Small-Cap ETF by 2.7% in the 2nd quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock worth $380,000 after buying an additional 93 shares during the last quarter. PCG Asset Management LLC boosted its stake in iShares Core S&P Small-Cap ETF by 1.1% in the second quarter. PCG Asset Management LLC now owns 8,975 shares of the exchange traded fund’s stock valued at $981,000 after acquiring an additional 95 shares in the last quarter. Blue Barn Wealth LLC grew its holdings in iShares Core S&P Small-Cap ETF by 1.6% in the first quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock worth $640,000 after purchasing an additional 97 shares during the last quarter. Facet Wealth Inc. grew its holdings in iShares Core S&P Small-Cap ETF by 3.6% in the second quarter. Facet Wealth Inc. now owns 2,774 shares of the exchange traded fund’s stock worth $306,000 after purchasing an additional 97 shares during the last quarter. Finally, Resurgent Financial Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 0.8% during the first quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock worth $1,310,000 after purchasing an additional 98 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.1%

Shares of IJR opened at $116.85 on Friday. The firm has a market cap of $84.36 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $128.61. The stock has a fifty day moving average price of $118.62 and a 200-day moving average price of $113.10.

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.