KWB Wealth Sells 195 Shares of iShares Core S&P Small-Cap ETF $IJR

KWB Wealth lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 9,512 shares of the exchange traded fund’s stock after selling 195 shares during the quarter. KWB Wealth’s holdings in iShares Core S&P Small-Cap ETF were worth $995,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IJR. Investment Partners Asset Management Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.7% during the second quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock worth $380,000 after purchasing an additional 93 shares in the last quarter. Blue Barn Wealth LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 1.6% in the first quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock valued at $640,000 after purchasing an additional 97 shares in the last quarter. LMG Wealth Partners LLC raised its position in iShares Core S&P Small-Cap ETF by 3.7% in the 1st quarter. LMG Wealth Partners LLC now owns 2,733 shares of the exchange traded fund’s stock worth $286,000 after purchasing an additional 98 shares during the last quarter. Resurgent Financial Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 0.8% during the 1st quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock worth $1,310,000 after buying an additional 98 shares in the last quarter. Finally, Lauer Wealth LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 1.3% during the 1st quarter. Lauer Wealth LLC now owns 7,768 shares of the exchange traded fund’s stock worth $783,000 after buying an additional 100 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $118.47 on Friday. The business’s fifty day moving average price is $115.63 and its two-hundred day moving average price is $108.56. The firm has a market capitalization of $86.09 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $128.61.

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.