BKM Wealth Management LLC Lowers Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

BKM Wealth Management LLC reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,748 shares of the exchange traded fund’s stock after selling 277 shares during the period. BKM Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $746,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Wells Fargo & Company MN boosted its position in shares of iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Wells Fargo & Company MN now owns 16,552,313 shares of the exchange traded fund’s stock worth $1,791,788,000 after buying an additional 88,472 shares during the period. Envestnet Asset Management Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 12.3% in the fourth quarter. Envestnet Asset Management Inc. now owns 10,427,455 shares of the exchange traded fund’s stock valued at $1,128,772,000 after acquiring an additional 1,141,026 shares in the last quarter. UBS Group AG raised its stake in shares of iShares Core S&P Small-Cap ETF by 3.6% in the fourth quarter. UBS Group AG now owns 10,130,084 shares of the exchange traded fund’s stock valued at $1,096,582,000 after acquiring an additional 352,841 shares in the last quarter. First Command Advisory Services Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 1.7% in the fourth quarter. First Command Advisory Services Inc. now owns 9,530,808 shares of the exchange traded fund’s stock valued at $1,031,832,000 after acquiring an additional 157,269 shares in the last quarter. Finally, Raymond James & Associates raised its stake in shares of iShares Core S&P Small-Cap ETF by 3.3% in the fourth quarter. Raymond James & Associates now owns 9,353,705 shares of the exchange traded fund’s stock valued at $1,012,538,000 after acquiring an additional 297,912 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA IJR traded down $0.85 during mid-day trading on Monday, hitting $105.81. The company had a trading volume of 1,342,959 shares, compared to its average volume of 3,814,833. The company has a market capitalization of $76.77 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $111.57. The business’s 50-day simple moving average is $107.35 and its 200 day simple moving average is $106.74.

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.