iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Stock Holdings Trimmed by Union Savings Bank

Union Savings Bank cut its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 28,319 shares of the exchange traded fund’s stock after selling 912 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 1.6% of Union Savings Bank’s investment portfolio, making the stock its 10th biggest position. Union Savings Bank’s holdings in iShares Core S&P Small-Cap ETF were worth $3,263,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Lionsbridge Wealth Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 16.6% in the fourth quarter. Lionsbridge Wealth Management LLC now owns 13,992 shares of the exchange traded fund’s stock valued at $1,612,000 after acquiring an additional 1,997 shares during the last quarter. Cove Private Wealth LLC purchased a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $286,000. Zhang Financial LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 2.6% in the 4th quarter. Zhang Financial LLC now owns 16,035 shares of the exchange traded fund’s stock valued at $1,848,000 after purchasing an additional 406 shares during the last quarter. Lee Johnson Capital Management LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 29.0% during the 4th quarter. Lee Johnson Capital Management LLC now owns 52,067 shares of the exchange traded fund’s stock worth $5,999,000 after purchasing an additional 11,695 shares during the period. Finally, SFG Wealth Management LLC. increased its position in shares of iShares Core S&P Small-Cap ETF by 7.7% during the 4th quarter. SFG Wealth Management LLC. now owns 2,293 shares of the exchange traded fund’s stock worth $264,000 after purchasing an additional 163 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA IJR opened at $117.99 on Tuesday. The stock has a market capitalization of $85.60 billion, a P/E ratio of 12.95 and a beta of 1.16. The firm’s 50-day moving average is $120.24 and its two-hundred day moving average is $116.39. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61.

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.