iShares Core S&P Small-Cap ETF $IJR Shares Sold by Connecticut Wealth Management LLC

Connecticut Wealth Management LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 543,693 shares of the exchange traded fund’s stock after selling 61,244 shares during the period. iShares Core S&P Small-Cap ETF comprises approximately 2.8% of Connecticut Wealth Management LLC’s investment portfolio, making the stock its 7th biggest holding. Connecticut Wealth Management LLC owned approximately 0.07% of iShares Core S&P Small-Cap ETF worth $65,341,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IJR. JPMorgan Chase & Co. lifted its position in iShares Core S&P Small-Cap ETF by 60.1% during the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after purchasing an additional 1,928,405 shares during the period. Northwestern Mutual Investment Management Company LLC lifted its position in iShares Core S&P Small-Cap ETF by 35.0% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after purchasing an additional 1,617,116 shares during the period. Valpey Financial Services LLC lifted its position in iShares Core S&P Small-Cap ETF by 12,132.4% during the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after purchasing an additional 1,393,533 shares during the period. Nationwide Fund Advisors lifted its position in iShares Core S&P Small-Cap ETF by 98.8% during the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after purchasing an additional 1,045,425 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its position 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 purchasing an additional 1,024,536 shares during the period. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA IJR opened at $142.29 on Friday. The company has a market capitalization of $106.24 billion, a PE ratio of 16.52 and a beta of 1.02. The company has a fifty day moving average of $135.29 and a 200 day moving average of $128.93. iShares Core S&P Small-Cap ETF has a 1 year low of $105.15 and a 1 year high of $142.41.

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.