Litman Gregory Wealth Management LLC Decreases Stock Position in iShares Core S&P Small-Cap ETF $IJR

Litman Gregory Wealth Management LLC decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 9.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 130,006 shares of the exchange traded fund’s stock after selling 13,355 shares during the period. iShares Core S&P Small-Cap ETF comprises approximately 1.1% of Litman Gregory Wealth Management LLC’s holdings, making the stock its 23rd biggest holding. Litman Gregory Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $14,208,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in IJR. Brighton Jones LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 24.3% in the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after purchasing an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC acquired a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $55,011,000. Rhumbline Advisers boosted its stake in iShares Core S&P Small-Cap ETF by 28.4% during the 1st quarter. Rhumbline Advisers now owns 30,959 shares of the exchange traded fund’s stock valued at $3,237,000 after acquiring an additional 6,845 shares during the last quarter. Procyon Advisors LLC grew its holdings in iShares Core S&P Small-Cap ETF by 53.0% during the 1st quarter. Procyon Advisors LLC now owns 6,414 shares of the exchange traded fund’s stock worth $671,000 after acquiring an additional 2,222 shares in the last quarter. Finally, Radnor Capital Management LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 1st quarter worth about $274,000. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $120.08 on Monday. The company has a market capitalization of $86.79 billion, a P/E ratio of 16.52 and a beta of 1.15. The company has a 50-day moving average of $116.28 and a 200-day moving average of $109.07. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-year high of $128.61.

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.