Charles Schwab Trust Co Trims Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Charles Schwab Trust Co reduced its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 56.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 11,605 shares of the exchange traded fund’s stock after selling 15,251 shares during the period. Charles Schwab Trust Co’s holdings in iShares Core S&P Small-Cap ETF were worth $1,395,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of IJR. Your Advocates Ltd. LLP boosted its stake in shares of iShares Core S&P Small-Cap ETF by 197.6% during the third quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 162 shares during the period. Hantz Financial Services Inc. increased its stake in iShares Core S&P Small-Cap ETF by 85.4% in the 3rd quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock worth $30,000 after buying an additional 117 shares during the period. New Millennium Group LLC increased its stake in iShares Core S&P Small-Cap ETF by 105.3% in the 3rd quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock worth $37,000 after buying an additional 158 shares during the period. WPG Advisers LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 306.6% during the 3rd quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock valued at $51,000 after buying an additional 325 shares in the last quarter. Finally, Curio Wealth LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 63.3% during the 3rd quarter. Curio Wealth LLC now owns 441 shares of the exchange traded fund’s stock valued at $52,000 after buying an additional 171 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 Price Performance

iShares Core S&P Small-Cap ETF stock opened at $120.41 on Monday. The stock has a market cap of $88.54 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. The firm has a 50-day moving average of $128.04 and a two-hundred day moving average of $122.68. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $133.52.

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.