CWS Financial Advisors LLC Has $19.24 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

CWS Financial Advisors LLC cut its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 0.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 164,460 shares of the exchange traded fund’s stock after selling 589 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 6.8% of CWS Financial Advisors LLC’s holdings, making the stock its 3rd largest holding. CWS Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $19,235,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Pineridge Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 58.2% in the second quarter. Pineridge Advisors LLC now owns 973 shares of the exchange traded fund’s stock worth $104,000 after acquiring an additional 358 shares during the period. Fidelis Capital Partners LLC raised its holdings in iShares Core S&P Small-Cap ETF by 29.5% in the 2nd quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock worth $4,313,000 after purchasing an additional 9,098 shares during the period. Sendero Wealth Management LLC lifted its position in iShares Core S&P Small-Cap ETF by 29.1% during the third quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock valued at $671,000 after purchasing an additional 1,291 shares in the last quarter. Joel Isaacson & Co. LLC grew its holdings in iShares Core S&P Small-Cap ETF by 2.3% during the third quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock valued at $2,283,000 after purchasing an additional 444 shares during the period. Finally, AMG National Trust Bank increased its position in iShares Core S&P Small-Cap ETF by 19.7% in the second quarter. AMG National Trust Bank now owns 34,026 shares of the exchange traded fund’s stock worth $3,629,000 after buying an additional 5,600 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Up 0.1 %

Shares of NYSEARCA:IJR opened at $126.22 on Friday. iShares Core S&P Small-Cap ETF has a 12-month low of $95.20 and a 12-month high of $128.61. The company has a market cap of $91.57 billion, a PE ratio of 12.95 and a beta of 1.16. The stock has a 50 day moving average of $118.56 and a 200 day moving average of $113.43.

About iShares Core S&P Small-Cap ETF

(Free Report)

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.

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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:IJRFree Report).

Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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