Montis Financial LLC Has $3.57 Million Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Montis Financial LLC lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 31.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 30,964 shares of the exchange traded fund’s stock after selling 14,404 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 1.1% of Montis Financial LLC’s investment portfolio, making the stock its 21st largest position. Montis Financial LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,568,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of IJR. Financial Life Planners bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $25,000. Bradley & Co. Private Wealth Management LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $33,000. Brooklyn Investment Group bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $46,000. Bellevue Asset Management LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $46,000. Finally, Endeavor Private Wealth Inc. bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $47,000.

iShares Core S&P Small-Cap ETF Stock Performance

iShares Core S&P Small-Cap ETF stock opened at $105.00 on Friday. iShares Core S&P Small-Cap ETF has a 52 week low of $101.85 and a 52 week high of $128.61. The stock has a market capitalization of $79.33 billion, a P/E ratio of 17.05 and a beta of 1.15. The stock has a 50-day simple moving average of $114.47 and a 200 day simple moving average of $116.83.

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.