iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Balanced Wealth Group LLC

Balanced Wealth Group LLC reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 31.3% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 31,466 shares of the exchange traded fund’s stock after selling 14,332 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 0.8% of Balanced Wealth Group LLC’s portfolio, making the stock its 17th largest holding. Balanced Wealth Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,330,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Vima LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $30,000. Riverview Trust Co bought a new position in shares of iShares Core S&P Small-Cap ETF during the 1st quarter valued at about $33,000. WFA Asset Management Corp acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 1st quarter worth approximately $36,000. DHJJ Financial Advisors Ltd. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 407.5% in the 2nd quarter. DHJJ Financial Advisors Ltd. now owns 340 shares of the exchange traded fund’s stock worth $36,000 after purchasing an additional 273 shares in the last quarter. Finally, Elevate Wealth Advisory Inc. bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $39,000.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $116.95 on Friday. The stock has a market capitalization of $84.85 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $120.74. The company has a 50 day moving average price of $113.70 and a 200 day moving average price of $109.42.

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.