Wealthspire Advisors LLC Decreases Stock Position in iShares Core S&P Small-Cap ETF $IJR

Wealthspire Advisors LLC cut its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 48.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,901,977 shares of the exchange traded fund’s stock after selling 1,812,895 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 1.8% of Wealthspire Advisors LLC’s portfolio, making the stock its 13th largest position. Wealthspire Advisors LLC owned 0.26% of iShares Core S&P Small-Cap ETF worth $228,580,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Crewe Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF by 4.2% during the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after acquiring an additional 5,956 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in shares of iShares Core S&P Small-Cap ETF by 10.0% in the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock worth $13,302,000 after acquiring an additional 10,185 shares during the period. Resonant Capital Advisors LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 2.2% in the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock worth $33,024,000 after acquiring an additional 5,942 shares during the period. Fortitude Family Office LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 10.1% in the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after acquiring an additional 4,209 shares during the period. Finally, Caprock Group LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the 3rd quarter worth about $2,220,000. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 1.0%

IJR stock opened at $143.67 on Friday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $105.15 and a fifty-two week high of $144.68. The firm’s 50-day simple moving average is $135.66 and its 200 day simple moving average is $129.03. The stock has a market cap of $107.27 billion, a PE ratio of 16.52 and a beta of 1.02.

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. 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.