iShares Core S&P Small-Cap ETF $IJR Shares Sold by CWS Financial Advisors LLC

CWS Financial Advisors LLC trimmed its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 14.4% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 145,841 shares of the exchange traded fund’s stock after selling 24,510 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 4.6% of CWS Financial Advisors LLC’s holdings, making the stock its 4th biggest position. CWS Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $18,130,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Beacon Financial Advisory LLC increased its stake in iShares Core S&P Small-Cap ETF by 11.2% in the 1st quarter. Beacon Financial Advisory LLC now owns 6,567 shares of the exchange traded fund’s stock valued at $816,000 after buying an additional 664 shares during the last quarter. QRG Capital Management Inc. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 101.1% during the 1st quarter. QRG Capital Management Inc. now owns 17,339 shares of the exchange traded fund’s stock worth $2,155,000 after acquiring an additional 8,719 shares during the period. TCI Wealth Advisors Inc. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 0.3% during the 1st quarter. TCI Wealth Advisors Inc. now owns 107,256 shares of the exchange traded fund’s stock worth $13,333,000 after acquiring an additional 307 shares during the period. Integrity Wealth Partners LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 1st quarter worth approximately $941,000. Finally, Portland Financial Advisors Inc increased its holdings in shares of iShares Core S&P Small-Cap ETF by 8.7% during the 1st quarter. Portland Financial Advisors Inc now owns 3,508 shares of the exchange traded fund’s stock worth $436,000 after acquiring an additional 280 shares during the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $146.48 on Friday. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $149.35. The stock’s fifty day simple moving average is $139.82 and its 200 day simple moving average is $131.49. The stock has a market cap of $109.99 billion, a PE ratio of 16.52 and a beta of 1.01.

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. 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.