Monterey Private Wealth Inc. Decreases Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Monterey Private Wealth Inc. lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 25.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,422 shares of the exchange traded fund’s stock after selling 811 shares during the quarter. Monterey Private Wealth Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $279,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in IJR. Versant Capital Management Inc grew its holdings in shares of iShares Core S&P Small-Cap ETF by 71.9% in the fourth quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock worth $188,000 after acquiring an additional 683 shares during the period. Sendero Wealth Management LLC grew its stake in shares of 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 period. Joel Isaacson & Co. LLC increased its position in shares of 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. Mill Creek Capital Advisors LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 163.9% in the 2nd quarter. Mill Creek Capital Advisors LLC now owns 21,201 shares of the exchange traded fund’s stock worth $2,261,000 after purchasing an additional 13,168 shares during the period. Finally, Granite Bay Wealth Management LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 44.0% in 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 buying an additional 30,416 shares during the last quarter.

iShares Core S&P Small-Cap ETF Trading Up 0.5 %

Shares of NYSEARCA IJR opened at $117.99 on Tuesday. iShares Core S&P Small-Cap ETF has a 12-month low of $101.85 and a 12-month high of $128.61. The firm has a market capitalization of $85.60 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The firm has a 50 day moving average of $120.07 and a 200 day moving average of $116.47.

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.