Lakeridge Wealth Management LLC Trims Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Lakeridge Wealth Management LLC cut its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 16.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,795 shares of the exchange traded fund’s stock after selling 966 shares during the period. Lakeridge Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $501,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of IJR. Raymond James Financial Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $1,637,301,000. GAMMA Investing LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 10,973.7% in the 1st quarter. GAMMA Investing LLC now owns 1,954,280 shares of the exchange traded fund’s stock valued at $204,359,000 after acquiring an additional 1,936,632 shares during the period. LPL Financial LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 11.7% in the 4th quarter. LPL Financial LLC now owns 15,646,619 shares of the exchange traded fund’s stock valued at $1,802,803,000 after acquiring an additional 1,639,870 shares during the period. Bank of America Corp DE increased its stake in iShares Core S&P Small-Cap ETF by 3.4% during the 4th quarter. Bank of America Corp DE now owns 32,066,508 shares of the exchange traded fund’s stock worth $3,694,703,000 after buying an additional 1,052,941 shares during the period. Finally, Wells Fargo & Company MN increased its stake in iShares Core S&P Small-Cap ETF by 6.4% during the 4th quarter. Wells Fargo & Company MN now owns 17,170,579 shares of the exchange traded fund’s stock worth $1,978,394,000 after buying an additional 1,028,818 shares during the period.

iShares Core S&P Small-Cap ETF Stock Down 1.9%

Shares of IJR opened at $106.30 on Friday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $128.61. The firm’s 50 day moving average price is $102.66 and its 200 day moving average price is $110.25. The company has a market cap of $77.37 billion, a P/E ratio of 16.94 and a beta of 1.08.

iShares Core S&P Small-Cap ETF Company 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.