Sterling Investment Counsel LLC Lowers Stock Position in iShares Core S&P Small-Cap ETF $IJR

Sterling Investment Counsel LLC decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 29.8% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 42,129 shares of the exchange traded fund’s stock after selling 17,912 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 2.7% of Sterling Investment Counsel LLC’s holdings, making the stock its 7th biggest holding. Sterling Investment Counsel LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,604,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the business. Synergy Asset Management LLC increased its stake in iShares Core S&P Small-Cap ETF by 32.5% in the second quarter. Synergy Asset Management LLC now owns 3,545 shares of the exchange traded fund’s stock valued at $387,000 after acquiring an additional 870 shares during the period. Compass Planning Associates Inc lifted its stake in iShares Core S&P Small-Cap ETF by 23.5% during the second quarter. Compass Planning Associates Inc now owns 2,103 shares of the exchange traded fund’s stock worth $230,000 after purchasing an additional 400 shares during the period. Capital & Planning LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 5.1% during the second quarter. Capital & Planning LLC now owns 30,204 shares of the exchange traded fund’s stock valued at $3,301,000 after purchasing an additional 1,464 shares in the last quarter. Abacus Planning Group Inc. bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter valued at approximately $465,000. Finally, Hilltop National Bank bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter valued at approximately $2,016,000. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

iShares Core S&P Small-Cap ETF stock opened at $119.54 on Friday. The company has a market capitalization of $86.37 billion, a PE ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $128.61. The business has a 50 day simple moving average of $116.13 and a 200 day simple moving average of $108.93.

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.