Lutz Financial Services LLC Sells 2,994 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Lutz Financial Services LLC lessened its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 187,109 shares of the exchange traded fund’s stock after selling 2,994 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 1.7% of Lutz Financial Services LLC’s investment portfolio, making the stock its 15th largest position. Lutz Financial Services LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $21,559,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also modified their holdings of IJR. International Assets Investment Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 8,742.1% during the 3rd quarter. International Assets Investment Management LLC now owns 1,545,682 shares of the exchange traded fund’s stock worth $180,783,000 after buying an additional 1,528,201 shares during the period. FMR LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 5.9% during the 3rd quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock worth $2,589,128,000 after buying an additional 1,230,029 shares during the period. Venturi Wealth Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 15,751.5% during the 3rd quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock worth $96,945,000 after buying an additional 823,645 shares during the period. LPL Financial LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 5.2% during the 3rd quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock worth $1,638,229,000 after buying an additional 689,382 shares during the period. Finally, JPMorgan Chase & Co. lifted its position in shares of iShares Core S&P Small-Cap ETF by 21.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock worth $426,794,000 after buying an additional 655,679 shares during the period.

iShares Core S&P Small-Cap ETF Price Performance

iShares Core S&P Small-Cap ETF stock opened at $112.96 on Friday. The business has a 50 day simple moving average of $117.00 and a 200 day simple moving average of $117.28. iShares Core S&P Small-Cap ETF has a one year low of $101.85 and a one year high of $128.61. The company has a market capitalization of $81.95 billion, a PE ratio of 12.95 and a beta of 1.16.

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.