Lyell Wealth Management LP Trims Holdings in iShares Core S&P Small-Cap ETF $IJR

Lyell Wealth Management LP lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 50.1% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,805 shares of the exchange traded fund’s stock after selling 11,830 shares during the period. Lyell Wealth Management LP’s holdings in iShares Core S&P Small-Cap ETF were worth $1,290,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Accretive Wealth Partners LLC grew its holdings in iShares Core S&P Small-Cap ETF by 1.4% during the 2nd quarter. Accretive Wealth Partners LLC now owns 58,867 shares of the exchange traded fund’s stock worth $6,434,000 after acquiring an additional 822 shares in the last quarter. Alaska Permanent Capital Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 11.7% during the 2nd quarter. Alaska Permanent Capital Management LLC now owns 489,524 shares of the exchange traded fund’s stock worth $53,509,000 after purchasing an additional 51,455 shares during the period. Alaska Wealth Advisors grew its stake in iShares Core S&P Small-Cap ETF by 11.6% in the 2nd quarter. Alaska Wealth Advisors now owns 224,363 shares of the exchange traded fund’s stock valued at $24,521,000 after acquiring an additional 23,381 shares during the last quarter. Financial Advisors LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 3.0% during the 2nd quarter. Financial Advisors LLC now owns 523,889 shares of the exchange traded fund’s stock worth $57,256,000 after purchasing an additional 15,263 shares during the last quarter. Finally, Madison Wealth Partners Inc lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 13.6% during the 2nd quarter. Madison Wealth Partners Inc now owns 245,107 shares of the exchange traded fund’s stock worth $26,788,000 after acquiring an additional 29,403 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $117.59 on Monday. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $128.61. The company’s 50 day moving average price is $117.68 and its 200 day moving average price is $109.96. The firm has a market capitalization of $85.02 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15.

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.