Francis Financial Inc. Sells 18,773 Shares of iShares Core S&P Small-Cap ETF $IJR

Francis Financial Inc. trimmed its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 14.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,436 shares of the exchange traded fund’s stock after selling 18,773 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 2.8% of Francis Financial Inc.’s investment portfolio, making the stock its 9th largest position. Francis Financial Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $12,288,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Investment Partners Asset Management Inc. raised its position in iShares Core S&P Small-Cap ETF by 2.7% during the second quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock worth $380,000 after acquiring an additional 93 shares during the period. PCG Asset Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 1.1% in the second quarter. PCG Asset Management LLC now owns 8,975 shares of the exchange traded fund’s stock valued at $981,000 after purchasing an additional 95 shares during the period. Blue Barn Wealth LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 1.6% during the first quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock worth $640,000 after purchasing an additional 97 shares in the last quarter. Facet Wealth Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 3.6% during the 2nd quarter. Facet Wealth Inc. now owns 2,774 shares of the exchange traded fund’s stock worth $306,000 after purchasing an additional 97 shares during the last quarter. Finally, LMG Wealth Partners LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 3.7% during the 1st quarter. LMG Wealth Partners LLC now owns 2,733 shares of the exchange traded fund’s stock worth $286,000 after purchasing an additional 98 shares during the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 0.1%

IJR stock opened at $119.50 on Thursday. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61. The stock has a market cap of $86.27 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. The business’s 50-day moving average is $118.71 and its 200 day moving average is $112.87.

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.