Davies Financial Advisors Inc. Has $1.19 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Davies Financial Advisors Inc. decreased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,851 shares of the exchange traded fund’s stock after selling 1,699 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 0.9% of Davies Financial Advisors Inc.’s investment portfolio, making the stock its 25th largest position. Davies Financial Advisors Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $1,186,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently bought and sold shares of IJR. RMG Wealth Management LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter valued at $27,000. Atlas Capital Advisors Inc. bought a new position in iShares Core S&P Small-Cap ETF during the 1st quarter valued at about $26,000. N.E.W. Advisory Services LLC acquired a new position in iShares Core S&P Small-Cap ETF in the first quarter valued at about $28,000. Curio Wealth LLC boosted its position in iShares Core S&P Small-Cap ETF by 26,900.0% in the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after buying an additional 269 shares in the last quarter. Finally, Bulwark Capital Corp bought a new stake in iShares Core S&P Small-Cap ETF during the second quarter worth about $30,000. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Trading Down 2.1%

NYSEARCA IJR opened at $116.95 on Friday. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-year high of $128.61. The company has a 50 day moving average of $118.67 and a 200-day moving average of $112.90. The firm has a market cap of $84.43 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

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.