Balanced Wealth Group LLC Has $3.38 Million Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Balanced Wealth Group LLC reduced its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 28,495 shares of the exchange traded fund’s stock after selling 910 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 1.5% of Balanced Wealth Group LLC’s portfolio, making the stock its 16th largest position. Balanced Wealth Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,375,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Madison Investment Advisors LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $20,892,000. Commonwealth Equity Services LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 6.2% during the fourth quarter. Commonwealth Equity Services LLC now owns 4,101,440 shares of the exchange traded fund’s stock worth $472,568,000 after purchasing an additional 240,976 shares during the period. DecisionMap Wealth Management LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $1,984,000. Balboa Wealth Partners acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth approximately $334,000. Finally, Stelac Advisory Services LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 86.1% during the fourth quarter. Stelac Advisory Services LLC now owns 8,811 shares of the exchange traded fund’s stock worth $1,015,000 after purchasing an additional 4,076 shares during the period.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $104.24 on Thursday. The stock has a market cap of $78.75 billion, a P/E ratio of 17.05 and a beta of 1.15. The firm has a 50 day simple moving average of $114.94 and a 200 day simple moving average of $117.01. iShares Core S&P Small-Cap ETF has a 52 week low of $101.85 and a 52 week high of $128.61.

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.