Litman Gregory Wealth Management LLC Sells 15,598 Shares of iShares Core S&P Small-Cap ETF $IJR

Litman Gregory Wealth Management LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 114,408 shares of the exchange traded fund’s stock after selling 15,598 shares during the period. iShares Core S&P Small-Cap ETF comprises approximately 1.0% of Litman Gregory Wealth Management LLC’s holdings, making the stock its 25th largest position. Litman Gregory Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $13,595,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in IJR. Kingstone Capital Partners Texas LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter valued at approximately $2,049,784,000. Laurel Wealth Advisors LLC grew its position in iShares Core S&P Small-Cap ETF by 11,144.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock worth $1,500,400,000 after purchasing an additional 13,606,522 shares during the period. Northwestern Mutual Wealth Management Co. grew its position in iShares Core S&P Small-Cap ETF by 5.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock worth $4,513,996,000 after purchasing an additional 2,252,323 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in iShares Core S&P Small-Cap ETF by 1,175.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,912,735 shares of the exchange traded fund’s stock valued at $200,015,000 after buying an additional 1,762,735 shares during the last quarter. Finally, Cerity Partners LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 50.8% during the 2nd quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock valued at $410,377,000 after buying an additional 1,265,540 shares during the period. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $123.14 on Friday. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $125.84. The firm has a market capitalization of $88.90 billion, a P/E ratio of 16.52 and a beta of 1.08. The business has a fifty day moving average of $119.80 and a 200 day moving average of $116.16.

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.