Greenleaf Trust Trims Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Greenleaf Trust lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 491,167 shares of the exchange traded fund’s stock after selling 31,537 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 0.7% of Greenleaf Trust’s portfolio, making the stock its 18th biggest holding. Greenleaf Trust’s holdings in iShares Core S&P Small-Cap ETF were worth $72,845,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. lifted its holdings in iShares Core S&P Small-Cap ETF by 0.6% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock valued at $5,115,172,000 after purchasing an additional 235,129 shares in the last quarter. Bank of America Corp DE lifted its stake in shares of iShares Core S&P Small-Cap ETF by 0.6% during the first quarter. Bank of America Corp DE now owns 33,815,305 shares of the exchange traded fund’s stock valued at $4,203,581,000 after buying an additional 209,882 shares during the period. Morgan Stanley boosted its position in iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock worth $2,170,943,000 after acquiring an additional 86,538 shares during the last quarter. LPL Financial LLC boosted its position in iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock worth $2,106,229,000 after acquiring an additional 992,984 shares during the last quarter. Finally, Raymond James Financial Inc. boosted its position in iShares Core S&P Small-Cap ETF by 2.7% during the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock worth $1,693,999,000 after acquiring an additional 366,136 shares during the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $145.58 on Friday. The company has a 50 day moving average price of $146.65 and a two-hundred day moving average price of $137.43. The stock has a market capitalization of $109.75 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a one year low of $112.00 and a one year high of $150.69.

About iShares Core S&P Small-Cap ETF

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.