Forza Wealth Management LLC Sells 300 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Forza Wealth Management LLC reduced its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.1% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 13,771 shares of the exchange traded fund’s stock after selling 300 shares during the quarter. Forza Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,522,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the business. Bank of New York Mellon Corp increased its holdings in shares of iShares Core S&P Small-Cap ETF by 7.5% during the third quarter. Bank of New York Mellon Corp now owns 17,414,739 shares of the exchange traded fund’s stock valued at $1,642,732,000 after acquiring an additional 1,214,523 shares in the last quarter. Wells Fargo & Company MN increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Wells Fargo & Company MN now owns 16,552,313 shares of the exchange traded fund’s stock valued at $1,791,788,000 after acquiring an additional 88,472 shares in the last quarter. FMR LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% during the third quarter. FMR LLC now owns 13,473,730 shares of the exchange traded fund’s stock valued at $1,270,977,000 after acquiring an additional 76,899 shares in the last quarter. LPL Financial LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 3.4% during the third quarter. LPL Financial LLC now owns 11,422,572 shares of the exchange traded fund’s stock valued at $1,077,491,000 after acquiring an additional 372,791 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 12.3% during the fourth quarter. Envestnet Asset Management Inc. now owns 10,427,455 shares of the exchange traded fund’s stock valued at $1,128,772,000 after acquiring an additional 1,141,026 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR traded up $0.76 during midday trading on Monday, hitting $106.41. 2,439,912 shares of the stock traded hands, compared to its average volume of 4,337,509. The company has a market cap of $77.51 billion, a PE ratio of 12.80 and a beta of 1.18. iShares Core S&P Small-Cap ETF has a one year low of $87.32 and a one year high of $111.16. The business has a 50 day moving average price of $106.72 and a two-hundred day moving average price of $102.61.

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.