Global Wealth Management LLC Sells 6,838 Shares of iShares Core S&P Small-Cap ETF $IJR

Global Wealth Management LLC lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.4% during the 1st quarter, Holdings Channel reports. The firm owned 74,501 shares of the exchange traded fund’s stock after selling 6,838 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 5.0% of Global Wealth Management LLC’s portfolio, making the stock its 7th biggest position. Global Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $9,261,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Crewe Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 4.2% during the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock worth $17,774,000 after buying an additional 5,956 shares during the last quarter. Resonant Capital Advisors LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 2.2% during the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock worth $33,024,000 after buying an additional 5,942 shares during the period. Fortitude Family Office LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 10.1% in the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after acquiring an additional 4,209 shares during the last quarter. Becker Capital Management Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 3.1% in the 3rd quarter. Becker Capital Management Inc. now owns 427,257 shares of the exchange traded fund’s stock valued at $50,771,000 after acquiring an additional 12,672 shares during the last quarter. Finally, Capital Asset Advisory Services LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 7.7% in the 4th quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock valued at $51,281,000 after acquiring an additional 29,257 shares during the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA:IJR opened at $143.21 on Monday. The firm’s 50 day simple moving average is $137.26 and its 200 day simple moving average is $129.89. iShares Core S&P Small-Cap ETF has a fifty-two week low of $105.15 and a fifty-two week high of $145.06. The company has a market capitalization of $106.93 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02.

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.