AE Wealth Management LLC Decreases Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

AE Wealth Management LLC lessened its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 55.9% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 23,133 shares of the exchange traded fund’s stock after selling 29,356 shares during the quarter. AE Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $2,528,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. RMG Wealth Management LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter worth about $27,000. Atlas Capital Advisors Inc. purchased a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter worth approximately $26,000. N.E.W. Advisory Services LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the first quarter valued at approximately $28,000. Curio Wealth LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 26,900.0% in the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after acquiring an additional 269 shares in the last quarter. Finally, Bulwark Capital Corp acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter worth approximately $30,000. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $119.59 on Wednesday. The stock has a 50 day moving average price of $118.66 and a 200 day moving average price of $112.83. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $128.61. The stock has a market capitalization of $86.34 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

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.