CJM Wealth Advisers Ltd. Trims Stake in iShares Core S&P Small-Cap ETF $IJR

CJM Wealth Advisers Ltd. cut its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 179,697 shares of the exchange traded fund’s stock after selling 25,684 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 6.6% of CJM Wealth Advisers Ltd.’s investment portfolio, making the stock its 4th largest holding. CJM Wealth Advisers Ltd.’s holdings in iShares Core S&P Small-Cap ETF were worth $21,353,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Investment Partners Asset Management Inc. grew its position in shares of iShares Core S&P Small-Cap ETF by 2.7% during the 2nd quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock worth $380,000 after buying an additional 93 shares during the period. Evanson Asset Management LLC boosted its stake in iShares Core S&P Small-Cap ETF by 0.5% during the 3rd quarter. Evanson Asset Management LLC now owns 20,280 shares of the exchange traded fund’s stock worth $2,410,000 after acquiring an additional 94 shares during the last quarter. PCG Asset Management LLC grew its holdings in iShares Core S&P Small-Cap ETF by 1.1% during the second quarter. PCG Asset Management LLC now owns 8,975 shares of the exchange traded fund’s stock valued at $981,000 after purchasing an additional 95 shares during the period. Princeton Global Asset Management LLC grew its holdings in iShares Core S&P Small-Cap ETF by 0.8% during the third quarter. Princeton Global Asset Management LLC now owns 12,303 shares of the exchange traded fund’s stock valued at $1,462,000 after purchasing an additional 95 shares during the period. Finally, Facet Wealth Inc. increased its stake in iShares Core S&P Small-Cap ETF by 3.6% in the second quarter. Facet Wealth Inc. now owns 2,774 shares of the exchange traded fund’s stock valued at $306,000 after purchasing an additional 97 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

IJR opened at $123.30 on Tuesday. The firm’s fifty day moving average is $119.53 and its two-hundred day moving average is $115.96. The firm has a market cap of $89.02 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $125.84.

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.