Clifford Swan Investment Counsel LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 9.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 77,729 shares of the exchange traded fund’s stock after selling 7,886 shares during the period. Clifford Swan Investment Counsel LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,528,000 as of its most recent filing with the SEC.
Several other institutional investors also recently modified their holdings of IJR. Houlihan Financial Resource Group Ltd. increased its stake in iShares Core S&P Small-Cap ETF by 101.4% during the 4th quarter. Houlihan Financial Resource Group Ltd. now owns 101,872 shares of the exchange traded fund’s stock valued at $12,566,000 after purchasing an additional 51,302 shares in the last quarter. Camden National Bank lifted its stake in shares of iShares Core S&P Small-Cap ETF by 3.8% in the first quarter. Camden National Bank now owns 96,096 shares of the exchange traded fund’s stock valued at $11,946,000 after buying an additional 3,509 shares in the last quarter. Integrity Alliance LLC. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 52.0% in the fourth quarter. Integrity Alliance LLC. now owns 11,984 shares of the exchange traded fund’s stock valued at $1,440,000 after buying an additional 4,100 shares in the last quarter. Novare Capital Management LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the first quarter valued at about $1,985,000. Finally, SHP Wealth Management acquired a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $1,208,000. Institutional investors own 66.92% of the company’s stock.
iShares Core S&P Small-Cap ETF Price Performance
NYSEARCA:IJR opened at $144.52 on Tuesday. The firm has a 50-day moving average of $146.68 and a 200-day moving average of $137.55. The company has a market cap of $108.95 billion, a PE ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a one year low of $112.00 and a one year high of $150.69.
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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.
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