Obermeyer Wealth Partners Has $1.96 Million Position in iShares Core S&P Small-Cap ETF $IJR

Obermeyer Wealth Partners cut its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,916 shares of the exchange traded fund’s stock after selling 594 shares during the period. Obermeyer Wealth Partners’ holdings in iShares Core S&P Small-Cap ETF were worth $1,958,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Kingstone Capital Partners Texas LLC bought a new stake in iShares Core S&P Small-Cap ETF during the second quarter worth about $2,049,784,000. Mullooly Asset Management Inc. bought a new stake in shares of iShares Core S&P Small-Cap ETF during the 1st quarter worth approximately $709,778,000. Wealthspire Advisors LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 105.3% during the 1st quarter. Wealthspire Advisors LLC now owns 3,883,282 shares of the exchange traded fund’s stock worth $406,075,000 after acquiring an additional 1,991,742 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 1,175.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,912,735 shares of the exchange traded fund’s stock worth $200,015,000 after acquiring an additional 1,762,735 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its stake in iShares Core S&P Small-Cap ETF by 83.8% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 2,492,515 shares of the exchange traded fund’s stock valued at $281,854,000 after acquiring an additional 1,136,151 shares during the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA IJR opened at $117.80 on Monday. The business has a fifty day moving average price of $118.63 and a two-hundred day moving average price of $111.80. The stock has a market capitalization of $85.13 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week 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.