Performa Ltd US LLC Has $8.25 Million Position in iShares Core S&P Small-Cap ETF $IJR

Performa Ltd US LLC reduced its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 9.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 66,370 shares of the exchange traded fund’s stock after selling 7,150 shares during the period. iShares Core S&P Small-Cap ETF makes up 1.9% of Performa Ltd US LLC’s portfolio, making the stock its 10th largest holding. Performa Ltd US LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $8,250,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Spartan Wealth Advisory Services LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 1st quarter valued at approximately $975,000. Aviance Capital Partners LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 3.5% during the 1st quarter. Aviance Capital Partners LLC now owns 10,354 shares of the exchange traded fund’s stock valued at $1,287,000 after purchasing an additional 346 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 64.9% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,237 shares of the exchange traded fund’s stock valued at $154,000 after purchasing an additional 487 shares during the last quarter. GatePass Capital LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 14.8% during the 1st quarter. GatePass Capital LLC now owns 5,768 shares of the exchange traded fund’s stock valued at $717,000 after purchasing an additional 744 shares during the last quarter. Finally, IMA Advisory Services Inc. raised its holdings in iShares Core S&P Small-Cap ETF by 2.9% during the 1st quarter. IMA Advisory Services Inc. now owns 38,476 shares of the exchange traded fund’s stock valued at $4,783,000 after buying an additional 1,078 shares during the period. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $146.02 on Friday. The firm has a market capitalization of $109.83 billion, a PE ratio of 16.52 and a beta of 1.01. The stock’s fifty day moving average is $141.57 and its 200 day moving average is $133.09. iShares Core S&P Small-Cap ETF has a fifty-two week low of $107.08 and a fifty-two week high of $149.35.

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.