iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Belpointe Asset Management LLC

Belpointe Asset Management LLC trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 25.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,653 shares of the exchange traded fund’s stock after selling 3,942 shares during the quarter. Belpointe Asset Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,243,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the business. Integrity Wealth Solutions LLC acquired a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter worth approximately $213,000. Principal Securities Inc. bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $32,816,000. Harbour Investments Inc. grew its holdings in iShares Core S&P Small-Cap ETF by 12.2% during the fourth quarter. Harbour Investments Inc. now owns 106,851 shares of the exchange traded fund’s stock worth $11,567,000 after acquiring an additional 11,635 shares during the period. Watershed Private Wealth LLC raised its position in iShares Core S&P Small-Cap ETF by 3.0% in the fourth quarter. Watershed Private Wealth LLC now owns 38,088 shares of the exchange traded fund’s stock worth $4,123,000 after acquiring an additional 1,103 shares in the last quarter. Finally, 4Thought Financial Group Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 23.7% in the 1st quarter. 4Thought Financial Group Inc. now owns 79,919 shares of the exchange traded fund’s stock valued at $8,833,000 after acquiring an additional 15,337 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $112.93 on Thursday. The firm’s 50 day moving average is $112.15 and its 200-day moving average is $108.90. iShares Core S&P Small-Cap ETF has a 12-month low of $87.32 and a 12-month high of $120.74. The stock has a market capitalization of $81.93 billion, a P/E 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.