Tarbox Family Office Inc. Cuts Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Tarbox Family Office Inc. lowered its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 27.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 79,889 shares of the exchange traded fund’s stock after selling 30,544 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.5% of Tarbox Family Office Inc.’s portfolio, making the stock its 15th largest position. Tarbox Family Office Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $9,601,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. grew its position in iShares Core S&P Small-Cap ETF by 2.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock worth $5,029,772,000 after purchasing an additional 1,024,536 shares in the last quarter. Jones Financial Companies Lllp increased its stake in iShares Core S&P Small-Cap ETF by 549.5% in the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after buying an additional 12,593,909 shares during the last quarter. Ameriprise Financial Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.1% during the 2nd quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock worth $601,837,000 after buying an additional 112,747 shares in the last quarter. JPMorgan Chase & Co. lifted its position in shares of iShares Core S&P Small-Cap ETF by 60.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock worth $610,556,000 after buying an additional 1,928,405 shares in the last quarter. Finally, Truist Financial Corp boosted its stake in shares of iShares Core S&P Small-Cap ETF by 30.0% in the 3rd quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock worth $484,181,000 after buying an additional 941,459 shares during the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock opened at $125.43 on Monday. The firm has a market cap of $92.86 billion, a PE ratio of 16.52 and a beta of 1.08. The business has a 50 day moving average of $127.16 and a 200-day moving average of $123.05. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $133.52.

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.