iShares Core S&P Small-Cap ETF $IJR Shares Sold by ESL Trust Services LLC

ESL Trust Services LLC lowered its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 20.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 170,454 shares of the exchange traded fund’s stock after selling 43,024 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 3.9% of ESL Trust Services LLC’s investment portfolio, making the stock its 9th largest position. ESL Trust Services LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $20,485,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Crewe Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 4.2% in the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after acquiring an additional 5,956 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in iShares Core S&P Small-Cap ETF by 10.0% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock valued at $13,302,000 after acquiring an additional 10,185 shares during the last quarter. Resonant Capital Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 2.2% in the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after acquiring an additional 5,942 shares during the last quarter. Fortitude Family Office LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 10.1% in the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after acquiring an additional 4,209 shares during the last quarter. Finally, Latko Wealth Management Ltd. boosted its holdings in iShares Core S&P Small-Cap ETF by 8.5% in the third quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock valued at $6,979,000 after acquiring an additional 4,608 shares during the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR stock opened at $138.46 on Tuesday. The business’s 50 day simple moving average is $132.63 and its 200 day simple moving average is $127.57. iShares Core S&P Small-Cap ETF has a one year low of $103.75 and a one year high of $140.53. The stock has a market capitalization of $103.38 billion, a PE ratio of 16.52 and a beta of 1.03.

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.