SkyOak Wealth LLC Reduces Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

SkyOak Wealth LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 75,209 shares of the exchange traded fund’s stock after selling 6,747 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 1.9% of SkyOak Wealth LLC’s portfolio, making the stock its 11th largest holding. SkyOak Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $8,666,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Riggs Asset Managment Co. Inc. grew its stake in shares of iShares Core S&P Small-Cap ETF by 50.6% during the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after purchasing an additional 91 shares during the period. Brooklyn Investment Group acquired a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter valued at $46,000. Endeavor Private Wealth Inc. purchased a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $47,000. SJS Investment Consulting Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 784.3% in the fourth quarter. SJS Investment Consulting Inc. now owns 451 shares of the exchange traded fund’s stock worth $52,000 after acquiring an additional 400 shares during the period. Finally, Abich Financial Wealth Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 285.6% during the 3rd quarter. Abich Financial Wealth Management LLC now owns 482 shares of the exchange traded fund’s stock valued at $56,000 after acquiring an additional 357 shares during the period.

iShares Core S&P Small-Cap ETF Trading Down 0.8 %

Shares of IJR stock opened at $118.44 on Friday. iShares Core S&P Small-Cap ETF has a 12-month low of $101.85 and a 12-month high of $128.61. The business’s 50 day moving average is $119.48 and its two-hundred day moving average is $117.02. The company has a market capitalization of $85.93 billion, a P/E ratio of 12.95 and a beta of 1.16.

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.