iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Roberts Wealth Advisors LLC

Roberts Wealth Advisors LLC cut its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,181 shares of the exchange traded fund’s stock after selling 160 shares during the quarter. Roberts Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $2,090,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Dohj LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 710.1% in the fourth quarter. Dohj LLC now owns 34,098 shares of the exchange traded fund’s stock valued at $3,691,000 after buying an additional 29,889 shares in the last quarter. Zhang Financial LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 1.4% in the fourth quarter. Zhang Financial LLC now owns 15,746 shares of the exchange traded fund’s stock valued at $1,705,000 after buying an additional 212 shares in the last quarter. Fusion Family Wealth LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 128.8% in the fourth quarter. Fusion Family Wealth LLC now owns 155,572 shares of the exchange traded fund’s stock valued at $16,841,000 after buying an additional 87,564 shares in the last quarter. Lowe Brockenbrough & Co. Inc. grew its stake in shares of iShares Core S&P Small-Cap ETF by 4.8% in the third quarter. Lowe Brockenbrough & Co. Inc. now owns 141,719 shares of the exchange traded fund’s stock valued at $13,433,000 after buying an additional 6,504 shares in the last quarter. Finally, Stockman Wealth Management Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 5.5% in the fourth quarter. Stockman Wealth Management Inc. now owns 351,341 shares of the exchange traded fund’s stock valued at $38,033,000 after purchasing an additional 18,216 shares during the period.

iShares Core S&P Small-Cap ETF Trading Up 0.8 %

NYSEARCA:IJR opened at $106.66 on Monday. The firm has a market cap of $77.38 billion, a PE ratio of 12.95 and a beta of 1.16. The stock has a fifty day moving average price of $107.35 and a 200 day moving average price of $106.74. iShares Core S&P Small-Cap ETF has a 12-month low of $87.32 and a 12-month high of $111.57.

iShares Core S&P Small-Cap ETF 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.