iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Position Lowered by Accredited Investors Inc.


Share on StockTwits

Accredited Investors Inc. trimmed its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.4% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 492,570 shares of the exchange traded fund’s stock after selling 57,052 shares during the period. iShares Core S&P Small-Cap ETF accounts for 7.2% of Accredited Investors Inc.’s portfolio, making the stock its 3rd largest holding. Accredited Investors Inc. owned approximately 0.08% of iShares Core S&P Small-Cap ETF worth $53,459,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Stewardship Financial Advisors LLC grew its holdings in iShares Core S&P Small-Cap ETF by 11.0% during the 1st quarter. Stewardship Financial Advisors LLC now owns 142,198 shares of the exchange traded fund’s stock valued at $15,433,000 after buying an additional 14,048 shares in the last quarter. Lake Street Financial LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 10.3% in the first quarter. Lake Street Financial LLC now owns 3,278 shares of the exchange traded fund’s stock valued at $356,000 after purchasing an additional 307 shares in the last quarter. Harbor Investment Advisory LLC increased its position in iShares Core S&P Small-Cap ETF by 8.0% in the first quarter. Harbor Investment Advisory LLC now owns 2,455 shares of the exchange traded fund’s stock worth $266,000 after purchasing an additional 181 shares during the last quarter. Country Trust Bank raised its stake in iShares Core S&P Small-Cap ETF by 1.2% during the first quarter. Country Trust Bank now owns 7,853 shares of the exchange traded fund’s stock valued at $852,000 after purchasing an additional 92 shares in the last quarter. Finally, NEXT Financial Group Inc lifted its position in iShares Core S&P Small-Cap ETF by 27.8% during the first quarter. NEXT Financial Group Inc now owns 47,531 shares of the exchange traded fund’s stock valued at $5,159,000 after purchasing an additional 10,333 shares during the last quarter.

Shares of NYSEARCA:IJR traded down $1.46 during trading on Monday, reaching $109.31. The company’s stock had a trading volume of 163,256 shares, compared to its average volume of 5,174,834. iShares Core S&P Small-Cap ETF has a 12 month low of $54.70 and a 12 month high of $115.20. The firm’s 50 day simple moving average is $109.41 and its two-hundred day simple moving average is $94.17.

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.

Read More: What is a stock split?

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

Receive News & Ratings for iShares Core S&P Small-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P Small-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.