Bank of Stockton Has $15.94 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Bank of Stockton decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.9% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 128,215 shares of the exchange traded fund’s stock after selling 20,782 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 4.9% of Bank of Stockton’s portfolio, making the stock its 3rd biggest holding. Bank of Stockton’s holdings in iShares Core S&P Small-Cap ETF were worth $15,938,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Bank of America Corp DE boosted its stake in iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after purchasing an additional 1,901,134 shares during the period. Northwestern Mutual Investment Management Company LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after buying an additional 1,617,116 shares in the last quarter. Valpey Financial Services LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 12,132.4% in the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock worth $168,855,000 after buying an additional 1,393,533 shares in the last quarter. Nationwide Fund Advisors lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 98.8% in the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock worth $252,842,000 after buying an additional 1,045,425 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its stake in iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after acquiring an additional 1,024,536 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 1.0%

Shares of IJR stock opened at $145.39 on Wednesday. The company’s fifty day simple moving average is $140.22 and its two-hundred day simple moving average is $131.88. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $149.35. The stock has a market cap of $109.28 billion, a P/E ratio of 16.52 and a beta of 1.01.

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.