Moss Adams Wealth Advisors LLC lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 72.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 46,047 shares of the exchange traded fund’s stock after selling 121,537 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 0.4% of Moss Adams Wealth Advisors LLC’s investment portfolio, making the stock its 23rd largest holding. Moss Adams Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,724,000 as of its most recent SEC filing.
A number of other hedge funds have also recently added to or reduced their stakes in IJR. Pasadena Private Wealth LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 0.7% during the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock worth $1,267,000 after purchasing an additional 76 shares during the period. Flavin Financial Services Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.4% in the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock valued at $2,239,000 after buying an additional 78 shares during the period. First Trust Advisors LP boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.7% in the 4th quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock valued at $559,000 after buying an additional 78 shares during the period. Westmount Partners LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 0.3% during the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock valued at $3,131,000 after buying an additional 79 shares during the last quarter. Finally, Kapstone Financial Advisors LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 4.3% during the 4th quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock valued at $229,000 after buying an additional 79 shares during the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.
iShares Core S&P Small-Cap ETF Stock Down 0.0%
IJR opened at $147.36 on Tuesday. The company’s 50-day moving average price is $138.89 and its 200 day moving average price is $130.90. iShares Core S&P Small-Cap ETF has a fifty-two week low of $107.08 and a fifty-two week high of $147.60. The firm has a market cap of $110.03 billion, a price-to-earnings 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.
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