HORAN Wealth LLC Trims Holdings in iShares Core S&P Small-Cap ETF $IJR

HORAN Wealth LLC lessened its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 57.5% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 118,870 shares of the exchange traded fund’s stock after selling 160,650 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 2.2% of HORAN Wealth LLC’s holdings, making the stock its 9th largest position. HORAN Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $17,630,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of IJR. Northwestern Mutual Wealth Management Co. lifted its stake in iShares Core S&P Small-Cap ETF by 2.6% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 44,570,998 shares of the exchange traded fund’s stock worth $6,610,325,000 after purchasing an additional 1,132,592 shares in the last quarter. Bank of America Corp DE grew its position in shares of iShares Core S&P Small-Cap ETF by 0.6% during the first quarter. Bank of America Corp DE now owns 33,815,305 shares of the exchange traded fund’s stock valued at $4,203,581,000 after purchasing an additional 209,882 shares in the last quarter. Morgan Stanley grew its position in shares of iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock valued at $2,170,943,000 after purchasing an additional 86,538 shares in the last quarter. LPL Financial LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock worth $2,106,229,000 after purchasing an additional 992,984 shares during the last quarter. Finally, Raymond James Financial Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 2.7% in the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock worth $1,693,999,000 after purchasing an additional 366,136 shares during the last quarter. 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 $145.34 on Monday. The stock has a 50 day moving average of $146.61 and a 200 day moving average of $137.93. iShares Core S&P Small-Cap ETF has a 12 month low of $112.00 and a 12 month high of $150.69. The firm has a market cap of $109.56 billion, a PE ratio of 16.52 and a beta of 1.01.

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.