Marino Stram & Associates LLC Has $13.23 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

Marino Stram & Associates LLC decreased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 110,101 shares of the exchange traded fund’s stock after selling 6,727 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 2.4% of Marino Stram & Associates LLC’s investment portfolio, making the stock its 7th largest position. Marino Stram & Associates LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $13,232,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of IJR. Pacific Sage Partners LLC raised its stake in iShares Core S&P Small-Cap ETF by 16.1% during the fourth quarter. Pacific Sage Partners LLC now owns 2,961 shares of the exchange traded fund’s stock worth $356,000 after acquiring an additional 410 shares in the last quarter. Perigon Wealth Management LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 1.3% in the 4th quarter. Perigon Wealth Management LLC now owns 196,087 shares of the exchange traded fund’s stock valued at $23,566,000 after purchasing an additional 2,545 shares in the last quarter. Hopwood Financial Services Inc. increased its position in shares of iShares Core S&P Small-Cap ETF by 1.7% during the 4th quarter. Hopwood Financial Services Inc. now owns 57,304 shares of the exchange traded fund’s stock worth $6,887,000 after purchasing an additional 968 shares in the last quarter. Crewe Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 4.2% during the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after purchasing an additional 5,956 shares during the last quarter. Finally, SigFig Wealth Management LLC boosted its position in iShares Core S&P Small-Cap ETF by 8.1% in the fourth quarter. SigFig Wealth Management LLC now owns 402,981 shares of the exchange traded fund’s stock valued at $48,430,000 after buying an additional 30,070 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Up 0.4%

Shares of iShares Core S&P Small-Cap ETF stock opened at $125.43 on Friday. The stock has a market capitalization of $92.23 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-year high of $133.52. The firm’s 50-day moving average price is $127.22 and its two-hundred day moving average price is $122.93.

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. 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.