D.A. Davidson & CO. Cuts Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

D.A. Davidson & CO. lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 209,755 shares of the exchange traded fund’s stock after selling 17,721 shares during the quarter. D.A. Davidson & CO.’s holdings in iShares Core S&P Small-Cap ETF were worth $25,208,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of the stock. Westmount Partners LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 0.3% during the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after acquiring an additional 79 shares during the period. Lazari Capital Management Inc. grew its stake in shares of iShares Core S&P Small-Cap ETF by 1.4% during the fourth quarter. Lazari Capital Management Inc. now owns 5,901 shares of the exchange traded fund’s stock worth $709,000 after purchasing an additional 80 shares in the last quarter. Centurion Wealth Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 1.1% during the fourth quarter. Centurion Wealth Management LLC now owns 7,535 shares of the exchange traded fund’s stock worth $906,000 after purchasing an additional 81 shares in the last quarter. Intergy Private Wealth LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 0.6% during the fourth quarter. Intergy Private Wealth LLC now owns 14,545 shares of the exchange traded fund’s stock worth $1,748,000 after purchasing an additional 81 shares in the last quarter. Finally, Obermeyer Wealth Partners grew 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. 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 stock opened at $136.30 on Monday. The firm has a fifty day moving average price of $128.09 and a 200 day moving average price of $124.46. The company has a market cap of $101.33 billion, a P/E ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 12 month low of $98.21 and a 12 month high of $137.29.

About iShares Core S&P Small-Cap ETF

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.