Baron Wealth Management LLC Sells 21,832 Shares of iShares Core S&P Small-Cap ETF $IJR

Baron Wealth Management LLC lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 190,826 shares of the exchange traded fund’s stock after selling 21,832 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 7.1% of Baron Wealth Management LLC’s holdings, making the stock its 4th largest holding. Baron Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $22,933,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Obermeyer Wealth Partners increased its stake in shares of iShares Core S&P Small-Cap ETF by 0.5% during the third quarter. Obermeyer Wealth Partners now owns 17,999 shares of the exchange traded fund’s stock worth $2,139,000 after purchasing an additional 83 shares in the last quarter. Spirepoint Private Client LLC increased its stake in iShares Core S&P Small-Cap ETF by 0.8% during the 3rd quarter. Spirepoint Private Client LLC now owns 11,365 shares of the exchange traded fund’s stock worth $1,351,000 after buying an additional 85 shares in the last quarter. Conquis Financial LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 0.3% during the third quarter. Conquis Financial LLC now owns 34,994 shares of the exchange traded fund’s stock valued at $4,158,000 after acquiring an additional 91 shares during the last quarter. RiverGlades Family Offices LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 0.5% in the third quarter. RiverGlades Family Offices LLC now owns 19,524 shares of the exchange traded fund’s stock worth $2,320,000 after acquiring an additional 91 shares during the last quarter. Finally, Evanson Asset Management LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 0.5% in the third 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. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $121.75 on Friday. The stock has a 50 day moving average price of $127.62 and a 200 day moving average price of $122.82. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $133.52. The stock has a market capitalization of $89.53 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

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.