Moss Adams Wealth Advisors LLC Sells 684,575 Shares of iShares Core S&P Small-Cap ETF $IJR

Moss Adams Wealth Advisors LLC cut its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 80.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 167,584 shares of the exchange traded fund’s stock after selling 684,575 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 1.5% of Moss Adams Wealth Advisors LLC’s investment portfolio, making the stock its 12th largest position. Moss Adams Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $20,140,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. Quattro Financial Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 208.8% during the 4th quarter. Quattro Financial Advisors LLC now owns 15,164 shares of the exchange traded fund’s stock valued at $1,822,000 after purchasing an additional 10,254 shares during the last quarter. Boyum Wealth Architects LLC bought a new position in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $323,000. Frankly Finances LLC bought a new position in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $83,000. Merit Financial Group LLC grew its position in iShares Core S&P Small-Cap ETF by 133.0% during the 4th quarter. Merit Financial Group LLC now owns 244,511 shares of the exchange traded fund’s stock worth $29,385,000 after acquiring an additional 139,592 shares during the last quarter. Finally, Heritage Wealth Management Inc. grew its position in iShares Core S&P Small-Cap ETF by 5.4% during the 4th quarter. Heritage Wealth Management Inc. now owns 2,262 shares of the exchange traded fund’s stock worth $272,000 after acquiring an additional 115 shares during the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $135.39 on Friday. The stock’s 50 day simple moving average is $127.64 and its 200 day simple moving average is $123.82. iShares Core S&P Small-Cap ETF has a 1 year low of $93.37 and a 1 year high of $136.53. The firm has a market cap of $100.65 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.