Forvis Mazars Wealth Advisors LLC Reduces Stock Position in iShares Core S&P Small-Cap ETF $IJR

Forvis Mazars Wealth Advisors LLC lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.0% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 138,005 shares of the exchange traded fund’s stock after selling 2,868 shares during the period. Forvis Mazars Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $15,083,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in IJR. Kingstone Capital Partners Texas LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter worth $2,049,784,000. Mullooly Asset Management Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter worth $709,778,000. Wealthspire Advisors LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 105.3% in the first quarter. Wealthspire Advisors LLC now owns 3,883,282 shares of the exchange traded fund’s stock worth $406,075,000 after buying an additional 1,991,742 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 1,175.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,912,735 shares of the exchange traded fund’s stock worth $200,015,000 after buying an additional 1,762,735 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 83.8% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 2,492,515 shares of the exchange traded fund’s stock worth $281,854,000 after buying an additional 1,136,151 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 IJR stock opened at $117.59 on Friday. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $128.61. The company has a market capitalization of $85.02 billion, a PE ratio of 16.52 and a beta of 1.15. The business’s fifty day moving average is $117.68 and its 200 day moving average is $109.88.

iShares Core S&P Small-Cap ETF 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.