KMG Fiduciary Partners LLC Sells 10,115 Shares of iShares Core S&P Small-Cap ETF $IJR

KMG Fiduciary Partners LLC lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.9% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 117,563 shares of the exchange traded fund’s stock after selling 10,115 shares during the period. iShares Core S&P Small-Cap ETF makes up 1.6% of KMG Fiduciary Partners LLC’s portfolio, making the stock its 15th largest holding. KMG Fiduciary Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $17,436,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock worth $5,115,172,000 after acquiring an additional 235,129 shares during the period. Bank of America Corp DE increased its stake in shares of iShares Core S&P Small-Cap ETF by 0.6% during the first quarter. Bank of America Corp DE now owns 33,815,305 shares of the exchange traded fund’s stock worth $4,203,581,000 after purchasing an additional 209,882 shares during the period. Morgan Stanley lifted its holdings in iShares Core S&P Small-Cap ETF by 0.5% during the 4th quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock worth $2,170,943,000 after purchasing an additional 86,538 shares during the last quarter. LPL Financial LLC boosted its stake in iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock valued at $2,106,229,000 after purchasing an additional 992,984 shares during the period. Finally, Raymond James Financial Inc. grew its holdings in iShares Core S&P Small-Cap ETF by 2.7% in the 4th quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock valued at $1,693,999,000 after buying an additional 366,136 shares in the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $148.06 on Tuesday. The stock has a fifty day moving average of $144.72 and a 200-day moving average of $135.60. The company has a market capitalization of $111.62 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a fifty-two week low of $110.60 and a fifty-two week high of $150.69.

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.