Legacy Capital Wealth Partners LLC Reduces Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Legacy Capital Wealth Partners LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 127,272 shares of the exchange traded fund’s stock after selling 3,268 shares during the period. iShares Core S&P Small-Cap ETF accounts for 3.9% of Legacy Capital Wealth Partners LLC’s holdings, making the stock its 3rd biggest holding. Legacy Capital Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $13,777,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also added to or reduced their stakes in the company. U.S. Capital Wealth Advisors LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 176.7% during the third quarter. U.S. Capital Wealth Advisors LLC now owns 19,438 shares of the exchange traded fund’s stock valued at $1,834,000 after purchasing an additional 12,413 shares in the last quarter. Quattro Financial Advisors LLC bought a new position in shares of iShares Core S&P Small-Cap ETF during the third quarter valued at approximately $1,097,000. Private Asset Management Inc. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 4.2% during the third quarter. Private Asset Management Inc. now owns 5,841 shares of the exchange traded fund’s stock valued at $551,000 after purchasing an additional 238 shares in the last quarter. One Day In July LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 9.6% during the third quarter. One Day In July LLC now owns 553,813 shares of the exchange traded fund’s stock valued at $52,241,000 after purchasing an additional 48,587 shares in the last quarter. Finally, Plimoth Trust Co. LLC lifted its position in iShares Core S&P Small-Cap ETF by 36.6% during the third quarter. Plimoth Trust Co. LLC now owns 4,676 shares of the exchange traded fund’s stock valued at $441,000 after acquiring an additional 1,253 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR traded up $0.79 during midday trading on Friday, reaching $105.65. 2,258,878 shares of the stock traded hands, compared to its average volume of 4,360,920. iShares Core S&P Small-Cap ETF has a 12-month low of $87.32 and a 12-month high of $111.16. The business has a 50-day moving average of $106.74 and a two-hundred day moving average of $102.45. The stock has a market capitalization of $76.96 billion, a PE ratio of 12.80 and a beta of 1.18.

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.