Sage Financial Group Inc. Has $60.23 Million Stake in iShares Core S&P Small-Cap ETF $IJR

Sage Financial Group Inc. lessened its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 551,124 shares of the exchange traded fund’s stock after selling 19,839 shares during the period. iShares Core S&P Small-Cap ETF comprises about 4.4% of Sage Financial Group Inc.’s holdings, making the stock its 5th biggest position. Sage Financial Group Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $60,232,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of IJR. Investment Partners Asset Management Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.7% during the 2nd quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock valued at $380,000 after buying an additional 93 shares during the last quarter. Blue Barn Wealth LLC raised its stake in iShares Core S&P Small-Cap ETF by 1.6% in the 1st quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock valued at $640,000 after acquiring an additional 97 shares during the period. LMG Wealth Partners LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 3.7% during the first quarter. LMG Wealth Partners LLC now owns 2,733 shares of the exchange traded fund’s stock valued at $286,000 after purchasing an additional 98 shares during the last quarter. Resurgent Financial Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF by 0.8% during the first quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock worth $1,310,000 after purchasing an additional 98 shares during the period. Finally, Lauer Wealth LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 1.3% in the first quarter. Lauer Wealth LLC now owns 7,768 shares of the exchange traded fund’s stock worth $783,000 after purchasing an additional 100 shares in the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 0.5%

NYSEARCA IJR opened at $120.08 on Monday. The firm has a market cap of $86.76 billion, a P/E ratio of 16.52 and a beta of 1.15. The company’s 50 day moving average is $116.28 and its 200-day moving average is $109.07. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61.

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.