Middleton & Co. Inc. MA Trims Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Middleton & Co. Inc. MA lowered its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.8% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 50,513 shares of the exchange traded fund’s stock after selling 1,479 shares during the quarter. Middleton & Co. Inc. MA’s holdings in iShares Core S&P Small-Cap ETF were worth $5,908,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. WealthPLAN Partners LLC grew its position in iShares Core S&P Small-Cap ETF by 7.6% during the 1st quarter. WealthPLAN Partners LLC now owns 4,210 shares of the exchange traded fund’s stock worth $465,000 after purchasing an additional 296 shares during the period. Pineridge Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 58.2% in the second quarter. Pineridge Advisors LLC now owns 973 shares of the exchange traded fund’s stock valued at $104,000 after acquiring an additional 358 shares during the period. Fidelis Capital Partners LLC boosted its position in iShares Core S&P Small-Cap ETF by 29.5% in the 2nd quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock worth $4,313,000 after purchasing an additional 9,098 shares in the last quarter. Acadian Asset Management LLC boosted its position in iShares Core S&P Small-Cap ETF by 140.0% in the 1st quarter. Acadian Asset Management LLC now owns 11,395 shares of the exchange traded fund’s stock worth $1,259,000 after purchasing an additional 6,648 shares in the last quarter. Finally, 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 worth $671,000 after purchasing an additional 1,291 shares during the period.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $114.47 on Friday. The firm has a fifty day moving average price of $114.98 and a 200 day moving average price of $110.79. The stock has a market cap of $83.05 billion, a P/E 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 $120.74.

About iShares Core S&P Small-Cap ETF

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.