Phillips Financial Management LLC Decreases Holdings in iShares Core S&P Small-Cap ETF $IJR

Phillips Financial Management LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.0% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 52,749 shares of the exchange traded fund’s stock after selling 1,074 shares during the quarter. Phillips Financial Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,765,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in IJR. Atlas Capital Advisors Inc. purchased a new position in shares of iShares Core S&P Small-Cap ETF during the first quarter worth approximately $26,000. RMG Wealth Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter worth approximately $27,000. N.E.W. Advisory Services LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the first quarter worth approximately $28,000. Bulwark Capital Corp bought a new position in shares of iShares Core S&P Small-Cap ETF in the second quarter worth approximately $30,000. Finally, Marshall & Sullivan Inc. WA bought a new position in shares of iShares Core S&P Small-Cap ETF in the second quarter worth approximately $38,000. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $119.79 on Wednesday. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $128.61. The stock has a market capitalization of $86.63 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. The company’s 50 day moving average price is $117.97 and its 200-day moving average price is $110.20.

About iShares Core S&P Small-Cap ETF

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.