Morris Financial Concepts Inc. Lowers Position in iShares Core S&P Small-Cap ETF $IJR

Morris Financial Concepts Inc. cut its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.5% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 116,714 shares of the exchange traded fund’s stock after selling 4,223 shares during the period. iShares Core S&P Small-Cap ETF comprises about 5.1% of Morris Financial Concepts Inc.’s investment portfolio, making the stock its 4th largest position. Morris Financial Concepts Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $12,756,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the stock. Atlas Capital Advisors Inc. bought a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter worth $26,000. RMG Wealth Management LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the second quarter worth $27,000. N.E.W. Advisory Services LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter worth $28,000. Bulwark Capital Corp bought a new stake in shares of iShares Core S&P Small-Cap ETF during the second quarter worth $30,000. Finally, Marshall & Sullivan Inc. WA bought a new stake in shares of iShares Core S&P Small-Cap ETF during the second quarter worth $38,000. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $118.35 on Wednesday. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $128.61. The stock has a market capitalization of $85.63 billion, a PE ratio of 16.52 and a beta of 1.15. The stock’s fifty day moving average is $117.24 and its 200-day moving average is $109.61.

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.