Modera Wealth Management LLC Has $171.89 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Modera Wealth Management LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,446,491 shares of the exchange traded fund’s stock after selling 5,506 shares during the period. iShares Core S&P Small-Cap ETF comprises approximately 2.0% of Modera Wealth Management LLC’s investment portfolio, making the stock its 12th largest position. Modera Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $171,887,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. Northwestern Mutual Wealth Management Co. grew its holdings in iShares Core S&P Small-Cap ETF by 5.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock worth $4,513,996,000 after purchasing an additional 2,252,323 shares during the period. Laurel Wealth Advisors LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 11,144.8% in the second quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock valued at $1,500,400,000 after purchasing an additional 13,606,522 shares in the last quarter. First Command Advisory Services Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.4% in the second quarter. First Command Advisory Services Inc. now owns 9,171,730 shares of the exchange traded fund’s stock worth $1,002,378,000 after buying an additional 213,218 shares in the last quarter. Ameriprise Financial Inc. lifted its position in iShares Core S&P Small-Cap ETF by 2.1% during the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock valued at $601,837,000 after purchasing an additional 112,747 shares during the last quarter. Finally, Cerity Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 7.8% in the 3rd quarter. Cerity Partners LLC now owns 4,049,483 shares of the exchange traded fund’s stock worth $481,200,000 after purchasing an additional 294,549 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 1.8%

Shares of NYSEARCA IJR opened at $128.09 on Friday. The firm’s fifty day moving average is $122.63 and its 200 day moving average is $118.58. The company has a market cap of $94.05 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $131.64.

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.