Topel & Distasi Wealth Management LLC reduced its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 79,440 shares of the exchange traded fund’s stock after selling 3,988 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 5.4% of Topel & Distasi Wealth Management LLC’s investment portfolio, making the stock its 6th biggest holding. Topel & Distasi Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,807,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. increased its position in shares of iShares Core S&P Small-Cap ETF by 2.6% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 44,570,998 shares of the exchange traded fund’s stock valued at $6,610,325,000 after acquiring an additional 1,132,592 shares during the period. Bank of America Corp DE raised its stake in iShares Core S&P Small-Cap ETF by 0.6% in the 1st quarter. Bank of America Corp DE now owns 33,815,305 shares of the exchange traded fund’s stock worth $4,203,581,000 after acquiring an additional 209,882 shares during the last quarter. Royal Bank of Canada raised its stake in iShares Core S&P Small-Cap ETF by 1.5% in the 1st quarter. Royal Bank of Canada now owns 7,399,368 shares of the exchange traded fund’s stock worth $919,815,000 after acquiring an additional 112,788 shares during the last quarter. Baird Financial Group Inc. raised its stake in iShares Core S&P Small-Cap ETF by 2.2% in the 2nd quarter. Baird Financial Group Inc. now owns 6,603,976 shares of the exchange traded fund’s stock worth $979,436,000 after acquiring an additional 139,898 shares during the last quarter. Finally, Glenmede Trust Co. NA lifted its position in iShares Core S&P Small-Cap ETF by 0.7% during the 1st quarter. Glenmede Trust Co. NA now owns 4,991,783 shares of the exchange traded fund’s stock worth $620,529,000 after acquiring an additional 34,609 shares during the period. 66.92% of the stock is currently owned by institutional investors and hedge funds.
iShares Core S&P Small-Cap ETF Stock Performance
Shares of IJR opened at $141.19 on Wednesday. The stock has a 50-day moving average of $139.44 and a two-hundred day moving average of $137.49. iShares Core S&P Small-Cap ETF has a one year low of $112.00 and a one year high of $150.69. The stock has a market cap of $106.41 billion, a P/E ratio of 16.52 and a beta of 1.04.
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.
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