iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Consilio Wealth Advisors LLC’s 8th Largest Position

Consilio Wealth Advisors LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 89,051 shares of the exchange traded fund’s stock after selling 645 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 4.2% of Consilio Wealth Advisors LLC’s holdings, making the stock its 8th largest holding. Consilio Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,261,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Versant Capital Management Inc lifted its stake 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 acquiring an additional 683 shares during the last quarter. Fidelis Capital Partners LLC raised its position in iShares Core S&P Small-Cap ETF by 29.5% during the 2nd quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock valued at $4,313,000 after purchasing an additional 9,098 shares during the last quarter. Sendero Wealth Management LLC raised its position in iShares Core S&P Small-Cap ETF by 29.1% during the 3rd quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock valued at $671,000 after purchasing an additional 1,291 shares during the last quarter. Joel Isaacson & Co. LLC raised its position 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 valued at $2,283,000 after purchasing an additional 444 shares during the last quarter. Finally, TPG Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter valued at approximately $2,686,000.

iShares Core S&P Small-Cap ETF Price Performance

IJR traded up $0.18 during midday trading on Monday, reaching $113.26. 4,694,092 shares of the company’s stock traded hands, compared to its average volume of 4,542,672. The firm has a fifty day moving average of $120.71 and a two-hundred day moving average of $116.03. The stock has a market capitalization of $82.17 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 52 week low of $101.50 and a 52 week high of $128.61.

iShares Core S&P Small-Cap ETF 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.