Simplicity Wealth LLC Cuts Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Simplicity Wealth LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 46,126 shares of the exchange traded fund’s stock after selling 3,419 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 1.1% of Simplicity Wealth LLC’s investment portfolio, making the stock its 17th largest holding. Simplicity Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,315,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of IJR. CWA Asset Management Group LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 3rd quarter worth $303,000. SpiderRock Advisors LLC lifted its position in iShares Core S&P Small-Cap ETF by 19.3% during the third quarter. SpiderRock Advisors LLC now owns 6,507 shares of the exchange traded fund’s stock valued at $761,000 after purchasing an additional 1,051 shares in the last quarter. United Bank lifted its position in iShares Core S&P Small-Cap ETF by 2.3% during the third quarter. United Bank now owns 28,852 shares of the exchange traded fund’s stock valued at $3,375,000 after purchasing an additional 659 shares in the last quarter. RKL Wealth Management LLC lifted its position in iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. RKL Wealth Management LLC now owns 374,228 shares of the exchange traded fund’s stock valued at $43,770,000 after purchasing an additional 9,107 shares in the last quarter. Finally, XML Financial LLC lifted its position in iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. XML Financial LLC now owns 141,105 shares of the exchange traded fund’s stock valued at $16,504,000 after purchasing an additional 3,459 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $107.81 on Monday. The company has a market capitalization of $81.45 billion, a PE ratio of 17.05 and a beta of 1.15. The business’s fifty day moving average is $115.57 and its 200 day moving average is $117.24. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.85 and a fifty-two week 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.