Journey Advisory Group LLC Has $7.76 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

Journey Advisory Group LLC cut its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 71.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 64,568 shares of the exchange traded fund’s stock after selling 160,425 shares during the period. Journey Advisory Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,760,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Arcataur Capital Management LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 2.5% during the fourth quarter. Arcataur Capital Management LLC now owns 386,355 shares of the exchange traded fund’s stock valued at $46,432,000 after acquiring an additional 9,468 shares in the last quarter. Arnold Financial Planning LLC bought a new position in iShares Core S&P Small-Cap ETF in the 4th quarter valued at about $638,000. Fiduciary Advisors Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 0.7% during the 4th quarter. Fiduciary Advisors Inc. now owns 14,587 shares of the exchange traded fund’s stock worth $1,753,000 after purchasing an additional 102 shares in the last quarter. Vision Capital Management Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 7.0% during the 4th quarter. Vision Capital Management Inc. now owns 409,694 shares of the exchange traded fund’s stock worth $49,237,000 after purchasing an additional 26,645 shares in the last quarter. Finally, Magnolia Capital Management Ltd. raised its stake in shares of iShares Core S&P Small-Cap ETF by 0.5% in the fourth quarter. Magnolia Capital Management Ltd. now owns 32,859 shares of the exchange traded fund’s stock worth $3,949,000 after purchasing an additional 165 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock opened at $135.39 on Monday. iShares Core S&P Small-Cap ETF has a twelve month low of $93.37 and a twelve month high of $136.53. The stock’s 50 day moving average is $127.64 and its 200-day moving average is $123.88. The firm has a market capitalization of $100.65 billion, a PE ratio of 16.52 and a beta of 1.02.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.