Welch & Forbes LLC Lowers Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Welch & Forbes LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 28,323 shares of the exchange traded fund’s stock after selling 1,482 shares during the quarter. Welch & Forbes LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,066,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of IJR. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in iShares Core S&P Small-Cap ETF by 18.6% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 60,423 shares of the exchange traded fund’s stock valued at $6,541,000 after purchasing an additional 9,466 shares during the period. Apollon Wealth Management LLC lifted its position in iShares Core S&P Small-Cap ETF by 20.4% during the 4th quarter. Apollon Wealth Management LLC now owns 187,465 shares of the exchange traded fund’s stock worth $20,293,000 after acquiring an additional 31,719 shares in the last quarter. Lincoln National Corp boosted its holdings in iShares Core S&P Small-Cap ETF by 49.7% in the 4th quarter. Lincoln National Corp now owns 160,497 shares of the exchange traded fund’s stock worth $17,374,000 after acquiring an additional 53,249 shares during the period. Private Advisor Group LLC grew its position in iShares Core S&P Small-Cap ETF by 12.0% in the fourth quarter. Private Advisor Group LLC now owns 537,772 shares of the exchange traded fund’s stock valued at $58,214,000 after acquiring an additional 57,482 shares in the last quarter. Finally, Wealthcare Advisory Partners LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 9.0% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 203,612 shares of the exchange traded fund’s stock valued at $22,041,000 after purchasing an additional 16,836 shares during the period.

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

Shares of NYSEARCA IJR traded up $0.30 during trading on Tuesday, reaching $108.56. 2,951,795 shares of the stock were exchanged, compared to its average volume of 4,280,688. The business’s 50-day moving average price is $106.72 and its 200 day moving average price is $103.23. The company has a market capitalization of $78.76 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a twelve month low of $87.32 and a twelve month high of $111.16.

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.