CWS Financial Advisors LLC Has $18.13 Million Position in iShares Core S&P Small-Cap ETF $IJR

CWS Financial Advisors LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 14.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 145,841 shares of the exchange traded fund’s stock after selling 24,510 shares during the period. iShares Core S&P Small-Cap ETF makes up 4.6% of CWS Financial Advisors LLC’s portfolio, making the stock its 4th biggest position. CWS Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $18,130,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Nvwm LLC bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $25,000. Bank & Trust Co acquired a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter worth $30,000. Networth Advisors LLC bought a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth $40,000. DecisionPoint Financial LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 61.7% during the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock worth $42,000 after purchasing an additional 132 shares in the last quarter. Finally, Richardson Financial Services Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at $42,000. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $146.48 on Friday. The stock has a market cap of $109.99 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $149.35. The company has a fifty day simple moving average of $139.82 and a 200 day simple moving average of $131.49.

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.