iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC trimmed its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 101,205 shares of the exchange traded fund’s stock after selling 8,230 shares during the period. iShares Core S&P Small-Cap ETF accounts for 0.9% of Sax Wealth Advisors LLC’s holdings, making the stock its 22nd biggest position. Sax Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,661,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Riggs Asset Managment Co. Inc. increased its position in shares of iShares Core S&P Small-Cap ETF by 50.6% during the third quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after purchasing an additional 91 shares in the last quarter. HWG Holdings LP acquired a new stake in iShares Core S&P Small-Cap ETF during the 2nd quarter worth $41,000. Abich Financial Wealth Management LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 285.6% during the third quarter. Abich Financial Wealth Management LLC now owns 482 shares of the exchange traded fund’s stock worth $56,000 after buying an additional 357 shares in the last quarter. Fairscale Capital LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at about $58,000. Finally, Davis Capital Management lifted its stake in shares of iShares Core S&P Small-Cap ETF by 20.1% in the third quarter. Davis Capital Management now owns 597 shares of the exchange traded fund’s stock worth $70,000 after buying an additional 100 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Up 0.5 %

IJR opened at $117.99 on Friday. The firm has a market capitalization of $85.60 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a twelve month low of $101.85 and a twelve month high of $128.61. The firm’s 50-day moving average price is $120.36 and its 200 day moving average price is $116.16.

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.