Sugarloaf Wealth Management LLC Decreases Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Sugarloaf Wealth Management LLC cut its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,438 shares of the exchange traded fund’s stock after selling 163 shares during the quarter. Sugarloaf Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $281,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Versant Capital Management Inc increased its position in shares of iShares Core S&P Small-Cap ETF by 71.9% in the 4th quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock valued at $188,000 after purchasing an additional 683 shares during the last quarter. Fidelis Capital Partners LLC increased its holdings in iShares Core S&P Small-Cap ETF by 29.5% in the second quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock valued at $4,313,000 after buying an additional 9,098 shares during the last quarter. Sendero Wealth Management LLC raised its stake in iShares Core S&P Small-Cap ETF by 29.1% in the third quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock valued at $671,000 after buying an additional 1,291 shares in the last quarter. Joel Isaacson & Co. LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 2.3% during the 3rd quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock worth $2,283,000 after buying an additional 444 shares during the last quarter. Finally, TPG Advisors LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter worth about $2,686,000.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR traded down $2.10 during mid-day trading on Friday, reaching $113.29. The company’s stock had a trading volume of 5,544,906 shares, compared to its average volume of 4,153,477. The company’s 50 day moving average is $120.73 and its 200 day moving average is $115.84. The stock has a market cap of $82.19 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 12-month low of $101.50 and a 12-month high of $128.61.

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.