Independent Solutions Wealth Management LLC trimmed its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 14.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 45,371 shares of the exchange traded fund’s stock after selling 7,449 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 1.1% of Independent Solutions Wealth Management LLC’s investment portfolio, making the stock its 24th largest holding. Independent Solutions Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,228,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently modified their holdings of the company. Financial Life Planners bought a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $25,000. Curio Wealth LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at about $31,000. Bradley & Co. Private Wealth Management LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $33,000. Brooklyn Investment Group acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $46,000. Finally, Bellevue Asset Management LLC acquired a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $46,000.
iShares Core S&P Small-Cap ETF Stock Down 0.5 %
NYSEARCA:IJR opened at $106.05 on Friday. iShares Core S&P Small-Cap ETF has a twelve month low of $101.85 and a twelve month high of $128.61. The firm has a market capitalization of $79.58 billion, a price-to-earnings ratio of 15.91 and a beta of 1.16. The stock’s 50 day moving average price is $113.70 and its two-hundred day moving average price is $116.55.
About iShares Core S&P Small-Cap ETF
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.
Recommended Stories
- Five stocks we like better than iShares Core S&P Small-Cap ETF
- How to Start Investing in Real Estate
- Everything About Amazon Stock Signals a Buy—Time to Load Up?
- Stock Market Sectors: What Are They and How Many Are There?
- 5 Reasons Five Below’s Stock Price Is Heading Higher This Year
- Dividend Capture Strategy: What You Need to Know
- Broadcom: Why the Chip Stock Remains a Top Long-Term AI Play
Want to see what other hedge funds are holding IJR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report).
Receive News & Ratings for iShares Core S&P Small-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P Small-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.