Sterling Investment Advisors LLC ADV Has $4.52 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Sterling Investment Advisors LLC ADV trimmed its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,018 shares of the exchange traded fund’s stock after selling 4,923 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 2.2% of Sterling Investment Advisors LLC ADV’s investment portfolio, making the stock its 15th biggest position. Sterling Investment Advisors LLC ADV’s holdings in iShares Core S&P Small-Cap ETF were worth $4,518,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 5.8% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock worth $4,513,996,000 after buying an additional 2,252,323 shares during the period. Laurel Wealth Advisors LLC raised its holdings in iShares Core S&P Small-Cap ETF by 11,144.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock valued at $1,500,400,000 after acquiring an additional 13,606,522 shares during the period. First Command Advisory Services Inc. lifted its position in iShares Core S&P Small-Cap ETF by 2.4% during the second quarter. First Command Advisory Services Inc. now owns 9,171,730 shares of the exchange traded fund’s stock worth $1,002,378,000 after acquiring an additional 213,218 shares during the last quarter. Ameriprise Financial Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.1% during the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock worth $601,837,000 after acquiring an additional 112,747 shares during the period. Finally, Cerity Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 7.8% during the third quarter. Cerity Partners LLC now owns 4,049,483 shares of the exchange traded fund’s stock worth $481,200,000 after acquiring an additional 294,549 shares during the period. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.3%

Shares of NYSEARCA IJR opened at $128.62 on Monday. The firm has a market cap of $94.12 billion, a P/E ratio of 16.52 and a beta of 1.08. The business’s 50 day moving average is $121.58 and its 200-day moving average is $118.09. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-year high of $129.48.

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.