Compass Wealth Management LLC Trims Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Compass Wealth Management LLC decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,673 shares of the exchange traded fund’s stock after selling 749 shares during the quarter. Compass Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $2,036,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Versant Capital Management Inc boosted its holdings in 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 worth $188,000 after buying an additional 683 shares during the period. Sendero Wealth Management LLC lifted its position in shares of 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 acquiring an additional 1,291 shares in the last quarter. Joel Isaacson & Co. LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 2.3% in the third quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock worth $2,283,000 after acquiring an additional 444 shares during the period. Granite Bay Wealth Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 44.0% during the second quarter. Granite Bay Wealth Management LLC now owns 99,502 shares of the exchange traded fund’s stock worth $10,613,000 after purchasing an additional 30,416 shares in the last quarter. Finally, Towerpoint Wealth LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 29.7% in the 3rd quarter. Towerpoint Wealth LLC now owns 2,445 shares of the exchange traded fund’s stock worth $286,000 after purchasing an additional 560 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock opened at $119.07 on Friday. The company has a market capitalization of $86.39 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 1-year low of $101.85 and a 1-year high of $128.61. The business has a 50 day simple moving average of $119.82 and a two-hundred day simple moving average of $116.69.

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.