GoalVest Advisory LLC Cuts Stake in iShares Core S&P Small-Cap ETF $IJR

GoalVest Advisory LLC reduced its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 58.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 699 shares of the exchange traded fund’s stock after selling 967 shares during the quarter. GoalVest Advisory LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $76,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Atlas Capital Advisors Inc. purchased a new position in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at $26,000. RMG Wealth Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at $27,000. N.E.W. Advisory Services LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at $28,000. Bulwark Capital Corp purchased a new position in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at $30,000. Finally, Curio Wealth LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 26,900.0% in the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 269 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $121.15 on Tuesday. The firm has a fifty day moving average price of $118.37 and a 200 day moving average price of $111.04. 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 has a market cap of $87.56 billion, a PE ratio of 16.52 and a beta of 1.08.

iShares Core S&P Small-Cap ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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