Global Wealth Management LLC Trims Stock Position in iShares Core S&P Small-Cap ETF $IJR

Global Wealth Management LLC lessened its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 81,339 shares of the exchange traded fund’s stock after selling 3,845 shares during the period. iShares Core S&P Small-Cap ETF comprises 5.3% of Global Wealth Management LLC’s portfolio, making the stock its 7th largest position. Global Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $9,775,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Westmount Partners LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.3% in the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after purchasing an additional 79 shares during the last quarter. Lazari Capital Management Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.4% in the 4th quarter. Lazari Capital Management Inc. now owns 5,901 shares of the exchange traded fund’s stock worth $709,000 after purchasing an additional 80 shares during the last quarter. Centurion Wealth Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.1% in the 4th quarter. Centurion Wealth Management LLC now owns 7,535 shares of the exchange traded fund’s stock worth $906,000 after purchasing an additional 81 shares during the last quarter. Intergy Private Wealth LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% in the 4th quarter. Intergy Private Wealth LLC now owns 14,545 shares of the exchange traded fund’s stock worth $1,748,000 after purchasing an additional 81 shares during the last quarter. Finally, Obermeyer Wealth Partners lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% in the 3rd quarter. Obermeyer Wealth Partners now owns 17,999 shares of the exchange traded fund’s stock worth $2,139,000 after purchasing an additional 83 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.3%

Shares of NYSEARCA IJR opened at $132.69 on Friday. The company has a market cap of $98.64 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 12-month low of $93.37 and a 12-month high of $133.52. The stock’s 50 day simple moving average is $127.57 and its 200 day simple moving average is $123.70.

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. 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.