Legacy Financial Strategies LLC Reduces Holdings in iShares Core S&P Small-Cap ETF $IJR

Legacy Financial Strategies LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 21.1% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 127,714 shares of the exchange traded fund’s stock after selling 34,143 shares during the period. iShares Core S&P Small-Cap ETF makes up 2.7% of Legacy Financial Strategies LLC’s investment portfolio, making the stock its 8th biggest holding. Legacy Financial Strategies LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $15,176,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. boosted its stake in iShares Core S&P Small-Cap ETF by 5.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock worth $4,513,996,000 after buying an additional 2,252,323 shares in the last quarter. Jones Financial Companies Lllp lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 549.5% during the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock worth $1,763,740,000 after acquiring an additional 12,593,909 shares during the period. Laurel Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 11,144.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock worth $1,500,400,000 after acquiring an additional 13,606,522 shares during the period. First Command Advisory Services Inc. boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.4% during the 2nd quarter. First Command Advisory Services Inc. now owns 9,171,730 shares of the exchange traded fund’s stock valued at $1,002,378,000 after acquiring an additional 213,218 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its stake in iShares Core S&P Small-Cap ETF by 2.1% in the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock valued at $601,837,000 after acquiring an additional 112,747 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Up 2.8%

NYSEARCA:IJR opened at $131.97 on Monday. The firm has a market capitalization of $97.04 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $132.35. The firm has a 50-day moving average price of $124.91 and a 200 day moving average price of $119.78.

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.