Fortune Financial Advisors LLC Lowers Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Fortune Financial Advisors LLC lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,077 shares of the exchange traded fund’s stock after selling 97 shares during the period. Fortune Financial Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $931,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of IJR. Versant Capital Management Inc boosted its holdings in iShares Core S&P Small-Cap ETF by 71.9% during the fourth quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock worth $188,000 after buying an additional 683 shares in the last quarter. Sendero Wealth Management LLC lifted its position 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 acquiring an additional 1,291 shares during the period. Joel Isaacson & Co. LLC lifted 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 acquiring an additional 444 shares during the period. Towerpoint Wealth LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 29.7% during the 3rd quarter. Towerpoint Wealth LLC now owns 2,445 shares of the exchange traded fund’s stock worth $286,000 after acquiring an additional 560 shares in the last quarter. Finally, MidAtlantic Capital Management Inc. acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the 3rd quarter worth approximately $4,839,000.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $119.44 on Friday. The stock has a fifty day moving average price of $119.69 and a 200 day moving average price of $116.97. The stock has a market cap of $86.65 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 $101.85 and a 1 year high of $128.61.

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.