Richard W. Paul & Associates LLC Reduces Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Richard W. Paul & Associates LLC cut its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 114,799 shares of the exchange traded fund’s stock after selling 339 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 4.8% of Richard W. Paul & Associates LLC’s portfolio, making the stock its 3rd biggest position. Richard W. Paul & Associates LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $13,227,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of IJR. First Trust Direct Indexing L.P. purchased a new position in iShares Core S&P Small-Cap ETF in the 3rd quarter worth about $250,000. Diversify Wealth Management LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 3rd quarter worth about $336,000. United Asset Strategies Inc. increased its stake in iShares Core S&P Small-Cap ETF by 15.4% in the 3rd quarter. United Asset Strategies Inc. now owns 2,304 shares of the exchange traded fund’s stock worth $269,000 after purchasing an additional 308 shares in the last quarter. Baron Silver Stevens Financial Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 2.4% in the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 166,559 shares of the exchange traded fund’s stock worth $19,481,000 after purchasing an additional 3,981 shares in the last quarter. Finally, Norris Perne & French LLP MI increased its stake in iShares Core S&P Small-Cap ETF by 1.6% in the 3rd quarter. Norris Perne & French LLP MI now owns 116,352 shares of the exchange traded fund’s stock worth $13,608,000 after purchasing an additional 1,876 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $111.79 on Friday. 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. The stock’s 50-day moving average is $116.40 and its two-hundred day moving average is $117.32. The stock has a market cap of $84.46 billion, a PE ratio of 17.05 and a beta of 1.15.

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.