iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Heritage Wealth Management Inc. Texas’ 10th Largest Position

Heritage Wealth Management Inc. Texas cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,395 shares of the exchange traded fund’s stock after selling 2,576 shares during the period. iShares Core S&P Small-Cap ETF comprises about 2.4% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 10th biggest position. Heritage Wealth Management Inc. Texas’ holdings in iShares Core S&P Small-Cap ETF were worth $3,776,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Vima LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $30,000. Advantage Trust Co purchased a new position in iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $33,000. Riverview Trust Co acquired a new position in shares of iShares Core S&P Small-Cap ETF in the first quarter worth $33,000. WFA Asset Management Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter worth $36,000. Finally, DHJJ Financial Advisors Ltd. raised its stake in shares of iShares Core S&P Small-Cap ETF by 407.5% in the second quarter. DHJJ Financial Advisors Ltd. now owns 340 shares of the exchange traded fund’s stock valued at $36,000 after acquiring an additional 273 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Up 0.5 %

NYSEARCA:IJR traded up $0.57 during midday trading on Friday, reaching $116.50. The company had a trading volume of 2,058,602 shares, compared to its average volume of 3,845,052. The stock’s fifty day simple moving average is $111.41 and its 200-day simple moving average is $108.67. iShares Core S&P Small-Cap ETF has a 12-month low of $87.32 and a 12-month high of $120.74. The firm has a market capitalization of $84.52 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16.

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.