iShares Core S&P Small-Cap ETF $IJR Stock Holdings Lowered by Kovitz Investment Group Partners LLC

Kovitz Investment Group Partners LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 91.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 68,017 shares of the exchange traded fund’s stock after selling 763,627 shares during the period. Kovitz Investment Group Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $8,174,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Bank of America Corp DE boosted its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% during the 4th quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after acquiring an additional 1,901,134 shares in the last quarter. Northwestern Mutual Investment Management Company LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after acquiring an additional 1,617,116 shares in the last quarter. Valpey Financial Services LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 12,132.4% in the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock worth $168,855,000 after acquiring an additional 1,393,533 shares in the last quarter. Nationwide Fund Advisors raised its holdings in shares of iShares Core S&P Small-Cap ETF by 98.8% during the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after acquiring an additional 1,045,425 shares during the period. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after acquiring an additional 1,024,536 shares during the period. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $143.21 on Friday. The company has a market cap of $106.93 billion, a PE ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 52 week low of $105.15 and a 52 week high of $145.06. The firm has a 50 day simple moving average of $136.99 and a 200 day simple moving average of $129.73.

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.