United Capital Financial Advisors LLC Reduces Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

United Capital Financial Advisors LLC cut its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,108,429 shares of the exchange traded fund’s stock after selling 12,103 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.1% of United Capital Financial Advisors LLC’s holdings, making the stock its 16th largest position. United Capital Financial Advisors LLC owned about 0.15% of iShares Core S&P Small-Cap ETF worth $127,713,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Commonwealth Financial Services LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 1.3% during the 4th quarter. Commonwealth Financial Services LLC now owns 6,393 shares of the exchange traded fund’s stock worth $737,000 after purchasing an additional 85 shares during the last quarter. Bank of New Hampshire boosted its holdings in iShares Core S&P Small-Cap ETF by 2.4% in the fourth 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 increased its position in iShares Core S&P Small-Cap ETF by 2.8% during the fourth quarter. Clear Harbor Asset Management LLC now owns 3,302 shares of the exchange traded fund’s stock worth $381,000 after buying an additional 90 shares during the last quarter. Founders Financial Alliance LLC raised its holdings in iShares Core S&P Small-Cap ETF by 2.0% during the fourth quarter. Founders Financial Alliance LLC now owns 4,697 shares of the exchange traded fund’s stock valued at $541,000 after buying an additional 91 shares in the last quarter. Finally, Thompson Investment Management Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 1.4% in the fourth quarter. Thompson Investment Management Inc. now owns 6,465 shares of the exchange traded fund’s stock worth $745,000 after buying an additional 92 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $96.46 on Tuesday. The company has a market cap of $72.29 billion, a PE ratio of 15.73 and a beta of 1.08. The stock has a 50-day moving average of $107.05 and a 200-day moving average of $114.72. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week 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.