iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Stock Holdings Reduced by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas cut its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,388 shares of the exchange traded fund’s stock after selling 2,944 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 2.1% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 9th largest position. Heritage Wealth Management Inc. Texas’ holdings in iShares Core S&P Small-Cap ETF were worth $3,617,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IJR. Capital City Trust Co. FL increased its stake in shares of iShares Core S&P Small-Cap ETF by 2.0% in the 3rd quarter. Capital City Trust Co. FL now owns 4,414 shares of the exchange traded fund’s stock valued at $516,000 after acquiring an additional 85 shares in the last quarter. Bank of New Hampshire boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.4% during the 4th quarter. Bank of New Hampshire now owns 3,727 shares of the exchange traded fund’s stock worth $429,000 after purchasing an additional 88 shares in the last quarter. Clear Harbor Asset Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 2.8% in the 4th quarter. Clear Harbor Asset Management LLC now owns 3,302 shares of the exchange traded fund’s stock valued at $381,000 after buying an additional 90 shares during the period. Founders Financial Alliance LLC raised its stake in iShares Core S&P Small-Cap ETF by 2.0% during the 2nd quarter. Founders Financial Alliance LLC now owns 4,729 shares of the exchange traded fund’s stock worth $504,000 after buying an additional 91 shares during the period. Finally, Riggs Asset Managment Co. Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 50.6% during the third 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.

iShares Core S&P Small-Cap ETF Trading Up 0.3 %

Shares of IJR stock opened at $119.32 on Friday. The firm has a fifty day simple moving average of $119.90 and a two-hundred day simple moving average of $116.59. 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 $86.57 billion, a PE ratio of 12.95 and a beta of 1.16.

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.