Valeo Financial Advisors LLC decreased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.7% during the 3rd quarter, Holdings Channel reports. The firm owned 2,099,696 shares of the exchange traded fund’s stock after selling 36,785 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 6.5% of Valeo Financial Advisors LLC’s investment portfolio, making the stock its largest position. Valeo Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $285,643,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors and hedge funds have also modified their holdings of the company. Toth Financial Advisory Corp increased its position in shares of iShares Core S&P Small-Cap ETF by 20.8% during the third quarter. Toth Financial Advisory Corp now owns 5,730 shares of the exchange traded fund’s stock worth $780,000 after purchasing an additional 986 shares in the last quarter. Whalen Wealth Management Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 19.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 2,952 shares of the exchange traded fund’s stock valued at $402,000 after purchasing an additional 477 shares in the last quarter. HWG Holdings LP boosted its stake in iShares Core S&P Small-Cap ETF by 7,385.2% during the 3rd quarter. HWG Holdings LP now owns 123,505 shares of the exchange traded fund’s stock worth $16,802,000 after purchasing an additional 121,855 shares during the last quarter. MJT & Associates Financial Advisory Group Inc. boosted its stake in iShares Core S&P Small-Cap ETF by 7.0% during the 3rd quarter. MJT & Associates Financial Advisory Group Inc. now owns 34,792 shares of the exchange traded fund’s stock worth $4,733,000 after purchasing an additional 2,275 shares during the last quarter. Finally, Venture Visionary Partners LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 4.3% during the third quarter. Venture Visionary Partners LLC now owns 138,175 shares of the exchange traded fund’s stock worth $18,797,000 after buying an additional 5,695 shares in 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 Performance
Shares of NYSEARCA IJR traded up $0.24 during mid-day trading on Thursday, reaching $137.32. The company’s stock had a trading volume of 2,121,982 shares, compared to its average volume of 4,664,832. The stock has a 50-day moving average of $143.66 and a two-hundred day moving average of $139.91. The stock has a market capitalization of $103.12 billion, a P/E ratio of 16.52 and a beta of 1.03. iShares Core S&P Small-Cap ETF has a 1-year low of $112.00 and a 1-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.
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