BOK Financial Private Wealth Inc. Decreases Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

BOK Financial Private Wealth Inc. trimmed its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 156,348 shares of the exchange traded fund’s stock after selling 8,649 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 1.1% of BOK Financial Private Wealth Inc.’s investment portfolio, making the stock its 16th largest holding. BOK Financial Private Wealth Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $18,790,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. Flavin Financial Services Inc. lifted its position 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 buying an additional 78 shares during the last quarter. Westmount Partners LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 0.3% in the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock valued at $3,131,000 after purchasing an additional 79 shares during the last quarter. Kapstone Financial Advisors LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 4.3% in the 4th quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock valued at $229,000 after purchasing an additional 79 shares during the last quarter. Lazari Capital Management Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 1.4% in the 4th quarter. Lazari Capital Management Inc. now owns 5,901 shares of the exchange traded fund’s stock valued at $709,000 after purchasing an additional 80 shares during the last quarter. Finally, Centurion Wealth Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 1.1% in the 4th quarter. Centurion Wealth Management LLC now owns 7,535 shares of the exchange traded fund’s stock valued at $906,000 after purchasing an additional 81 shares during the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 0.3%

Shares of iShares Core S&P Small-Cap ETF stock opened at $136.27 on Friday. The firm has a market capitalization of $101.75 billion, a P/E ratio of 16.52 and a beta of 1.03. The company has a 50 day moving average price of $130.42 and a 200 day moving average price of $126.56. iShares Core S&P Small-Cap ETF has a 52 week low of $102.57 and a 52 week high of $139.49.

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.