Horizons Wealth Management trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,831 shares of the exchange traded fund’s stock after selling 582 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 0.6% of Horizons Wealth Management’s holdings, making the stock its 28th biggest position. Horizons Wealth Management’s holdings in iShares Core S&P Small-Cap ETF were worth $780,000 as of its most recent SEC filing.
Several other institutional investors also recently bought and sold shares of the stock. Moneta Group Investment Advisors LLC lifted its stake in iShares Core S&P Small-Cap ETF by 118,698.9% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 738,286,464 shares of the exchange traded fund’s stock worth $69,871,431,000 after purchasing an additional 737,665,005 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in iShares Core S&P Small-Cap ETF by 1.8% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 27,165,173 shares of the exchange traded fund’s stock valued at $2,571,409,000 after acquiring an additional 480,357 shares in the last quarter. Morgan Stanley increased its position in iShares Core S&P Small-Cap ETF by 0.7% during the 4th quarter. Morgan Stanley now owns 21,166,236 shares of the exchange traded fund’s stock valued at $2,003,173,000 after buying an additional 140,493 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 31.1% in the first quarter. Envestnet Asset Management Inc. now owns 18,801,319 shares of the exchange traded fund’s stock worth $910,830,000 after acquiring an additional 4,463,783 shares in the last quarter. Finally, Bank of New York Mellon Corp grew its stake in shares of iShares Core S&P Small-Cap ETF by 8.3% during the first quarter. Bank of New York Mellon Corp now owns 15,181,380 shares of the exchange traded fund’s stock worth $1,468,039,000 after acquiring an additional 1,168,351 shares during the last quarter.
iShares Core S&P Small-Cap ETF Stock Up 1.4 %
Shares of iShares Core S&P Small-Cap ETF stock opened at $98.21 on Thursday. The company has a 50 day moving average price of $101.05 and a 200 day moving average price of $97.70. The firm has a market capitalization of $68.60 billion, a P/E ratio of 12.11 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 52 week low of $86.40 and a 52 week high of $108.24.
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.
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