D.B. Root & Company LLC Has $257,000 Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

D.B. Root & Company LLC trimmed its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.8% during the first quarter, Holdings Channel reports. The institutional investor owned 2,456 shares of the exchange traded fund’s stock after selling 123 shares during the quarter. D.B. Root & Company LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $257,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in IJR. Lionsbridge Wealth Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 16.3% during the first quarter. Lionsbridge Wealth Management LLC now owns 16,275 shares of the exchange traded fund’s stock worth $1,702,000 after acquiring an additional 2,283 shares during the last quarter. CW Advisors LLC increased its position in iShares Core S&P Small-Cap ETF by 10.0% in the first quarter. CW Advisors LLC now owns 435,096 shares of the exchange traded fund’s stock worth $45,570,000 after purchasing an additional 39,579 shares during the period. Summit Financial LLC raised its holdings in iShares Core S&P Small-Cap ETF by 18.1% during the 1st quarter. Summit Financial LLC now owns 59,271 shares of the exchange traded fund’s stock worth $6,198,000 after purchasing an additional 9,091 shares during the last quarter. Partners Capital Investment Group LLP bought a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter worth about $3,722,000. Finally, PGIM Custom Harvest LLC lifted its position in iShares Core S&P Small-Cap ETF by 15.4% during the 1st quarter. PGIM Custom Harvest LLC now owns 9,011 shares of the exchange traded fund’s stock valued at $942,000 after purchasing an additional 1,202 shares during the period. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Trading Up 3.8%

Shares of NYSEARCA IJR opened at $118.50 on Friday. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $128.61. The firm’s 50-day moving average is $111.53 and its 200-day moving average is $107.64. The firm has a market capitalization of $86.11 billion, a PE ratio of 16.52 and a beta of 1.15.

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.