Trilogy Capital Inc. Lowers Stake in iShares Core S&P Small-Cap ETF $IJR

Trilogy Capital Inc. lessened its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 335,502 shares of the exchange traded fund’s stock after selling 7,523 shares during the period. iShares Core S&P Small-Cap ETF comprises 1.9% of Trilogy Capital Inc.’s portfolio, making the stock its 11th largest holding. Trilogy Capital Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $49,758,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Livet Wealth LLC grew its stake in iShares Core S&P Small-Cap ETF by 1.2% in the 1st quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock worth $778,000 after acquiring an additional 75 shares during the period. Pasadena Private Wealth LLC raised its holdings in iShares Core S&P Small-Cap ETF by 0.7% in the 4th quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after acquiring an additional 76 shares during the last quarter. Flavin Financial Services Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 0.4% during the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after purchasing an additional 78 shares during the period. Essential Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 5.5% during the first quarter. Essential Partners LLC now owns 1,494 shares of the exchange traded fund’s stock worth $186,000 after purchasing an additional 78 shares during the last quarter. Finally, First Trust Advisors LP boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.7% during the fourth quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after purchasing an additional 78 shares during the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 1.6%

NYSEARCA IJR opened at $147.86 on Tuesday. The business’s 50-day moving average price is $143.75 and its 200 day moving average price is $134.87. iShares Core S&P Small-Cap ETF has a twelve month low of $108.79 and a twelve month high of $149.35. The company has a market capitalization of $111.46 billion, a PE ratio of 16.52 and a beta of 1.01.

About iShares Core S&P Small-Cap ETF

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.