Simplicity Wealth LLC Reduces Stake in iShares Core S&P Small-Cap ETF $IJR

Simplicity Wealth LLC decreased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.7% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 48,987 shares of the exchange traded fund’s stock after selling 1,382 shares during the period. Simplicity Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,354,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. Investment Partners Asset Management Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 2.7% during the 2nd quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock worth $380,000 after purchasing an additional 93 shares in the last quarter. Blue Barn Wealth LLC increased its stake in iShares Core S&P Small-Cap ETF by 1.6% in the 1st quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock worth $640,000 after acquiring an additional 97 shares during the last quarter. LMG Wealth Partners LLC increased its stake in iShares Core S&P Small-Cap ETF by 3.7% in the 1st quarter. LMG Wealth Partners LLC now owns 2,733 shares of the exchange traded fund’s stock worth $286,000 after acquiring an additional 98 shares during the last quarter. Resurgent Financial Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 0.8% in the 1st quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock worth $1,310,000 after acquiring an additional 98 shares during the last quarter. Finally, Lauer Wealth LLC increased its stake in iShares Core S&P Small-Cap ETF by 1.3% in the 1st quarter. Lauer Wealth LLC now owns 7,768 shares of the exchange traded fund’s stock worth $783,000 after acquiring an additional 100 shares during the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

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

Shares of NYSEARCA IJR opened at $120.08 on Friday. The firm has a market capitalization of $86.76 billion, a P/E ratio of 16.52 and a beta of 1.15. The stock’s 50-day simple moving average is $116.28 and its two-hundred day simple moving average is $109.05. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $128.61.

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.