Apollon Wealth Management LLC Sells 4,662 Shares of iShares Core S&P Small-Cap ETF $IJR

Apollon Wealth Management LLC cut its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 169,269 shares of the exchange traded fund’s stock after selling 4,662 shares during the quarter. Apollon Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $21,042,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Pasadena Private Wealth LLC raised its holdings in shares of 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 purchasing an additional 76 shares in the last quarter. Flavin Financial Services Inc. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 0.4% during the fourth quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock valued at $2,239,000 after purchasing an additional 78 shares in the last quarter. First Trust Advisors LP increased its holdings in 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 valued at $559,000 after buying an additional 78 shares during the period. Westmount Partners LLC increased its holdings in iShares Core S&P Small-Cap ETF by 0.3% during the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock valued at $3,131,000 after buying an additional 79 shares during the period. Finally, Kapstone Financial Advisors LLC raised its stake in iShares Core S&P Small-Cap ETF by 4.3% in the fourth quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock worth $229,000 after buying an additional 79 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA:IJR opened at $147.41 on Monday. The firm has a 50 day moving average of $138.59 and a 200 day moving average of $130.72. The company has a market capitalization of $110.06 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $147.60.

iShares Core S&P Small-Cap ETF 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.