Burling Wealth Partners LLC Decreases Holdings in iShares Core S&P Small-Cap ETF $IJR

Burling Wealth Partners LLC decreased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 121,205 shares of the exchange traded fund’s stock after selling 5,997 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 2.4% of Burling Wealth Partners LLC’s holdings, making the stock its 11th biggest position. Burling Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $14,403,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of IJR. Avestar Capital LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 3rd quarter worth approximately $211,000. CFO4Life Group LLC lifted its stake in iShares Core S&P Small-Cap ETF by 0.7% in the third quarter. CFO4Life Group LLC now owns 95,198 shares of the exchange traded fund’s stock valued at $11,312,000 after purchasing an additional 675 shares during the last quarter. King Wealth Management Group grew its holdings in iShares Core S&P Small-Cap ETF by 4.3% during the third quarter. King Wealth Management Group now owns 197,507 shares of the exchange traded fund’s stock valued at $23,470,000 after purchasing an additional 8,065 shares during the period. Advisors Capital Management LLC increased its position in iShares Core S&P Small-Cap ETF by 13.7% in the third quarter. Advisors Capital Management LLC now owns 7,083 shares of the exchange traded fund’s stock worth $842,000 after buying an additional 855 shares during the last quarter. Finally, Jacobi Capital Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 2.2% in the third quarter. Jacobi Capital Management LLC now owns 28,094 shares of the exchange traded fund’s stock valued at $3,338,000 after buying an additional 615 shares during the period. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA IJR opened at $131.18 on Thursday. The stock has a market capitalization of $96.46 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $133.52. The business’s fifty day moving average price is $126.44 and its 200-day moving average price is $120.82.

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.