iShares Core S&P Small-Cap ETF $IJR Position Reduced by Madison Wealth Partners Inc

Madison Wealth Partners Inc trimmed its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 75.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 61,232 shares of the exchange traded fund’s stock after selling 184,638 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 1.3% of Madison Wealth Partners Inc’s portfolio, making the stock its 16th biggest position. Madison Wealth Partners Inc’s holdings in iShares Core S&P Small-Cap ETF were worth $7,359,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in IJR. Jones Financial Companies Lllp boosted its stake in iShares Core S&P Small-Cap ETF by 549.5% during the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after acquiring an additional 12,593,909 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in iShares Core S&P Small-Cap ETF by 60.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after acquiring an additional 1,928,405 shares during the last quarter. Northwestern Mutual Investment Management Company LLC boosted its stake in iShares Core S&P Small-Cap ETF by 35.0% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after acquiring an additional 1,617,116 shares during the last quarter. Valpey Financial Services LLC boosted its stake in iShares Core S&P Small-Cap ETF by 12,132.4% during the 4th quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after acquiring an additional 1,393,533 shares during the last quarter. Finally, Nationwide Fund Advisors boosted its stake in iShares Core S&P Small-Cap ETF by 98.8% during the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after acquiring an additional 1,045,425 shares during the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA IJR opened at $138.66 on Friday. iShares Core S&P Small-Cap ETF has a 12 month low of $103.75 and a 12 month high of $140.53. The company has a market capitalization of $103.53 billion, a price-to-earnings ratio of 16.52 and a beta of 1.03. The company’s fifty day moving average price is $132.32 and its two-hundred day moving average price is $127.38.

iShares Core S&P Small-Cap ETF Company 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.