iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Stock Position Reduced by Legacy Capital Wealth Partners LLC

Legacy Capital Wealth Partners LLC cut its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 127,272 shares of the exchange traded fund’s stock after selling 3,268 shares during the period. iShares Core S&P Small-Cap ETF makes up 3.9% of Legacy Capital Wealth Partners LLC’s holdings, making the stock its 3rd biggest holding. Legacy Capital Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $13,777,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Zhang Financial LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 1.4% in the 4th quarter. Zhang Financial LLC now owns 15,746 shares of the exchange traded fund’s stock valued at $1,705,000 after acquiring an additional 212 shares during the period. Fusion Family Wealth LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 128.8% in the 4th quarter. Fusion Family Wealth LLC now owns 155,572 shares of the exchange traded fund’s stock valued at $16,841,000 after acquiring an additional 87,564 shares during the period. Lowe Brockenbrough & Co. Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 4.8% in the 3rd quarter. Lowe Brockenbrough & Co. Inc. now owns 141,719 shares of the exchange traded fund’s stock valued at $13,433,000 after acquiring an additional 6,504 shares during the period. Stockman Wealth Management Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 5.5% in the fourth quarter. Stockman Wealth Management Inc. now owns 351,341 shares of the exchange traded fund’s stock valued at $38,033,000 after purchasing an additional 18,216 shares in the last quarter. Finally, Calamos Wealth Management LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 4,436.3% in the fourth quarter. Calamos Wealth Management LLC now owns 361,222 shares of the exchange traded fund’s stock valued at $39,102,000 after purchasing an additional 353,259 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR stock traded up $0.79 during trading on Friday, reaching $105.65. The company’s stock had a trading volume of 2,258,878 shares, compared to its average volume of 4,360,920. The company has a market capitalization of $76.96 billion, a price-to-earnings ratio of 12.80 and a beta of 1.18. The stock’s 50-day moving average price is $106.74 and its 200 day moving average price is $102.45. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $111.16.

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.