Montag A & Associates Inc. Cuts Stake in iShares Core S&P Small-Cap ETF $IJR

Montag A & Associates Inc. cut its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 66.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 52,877 shares of the exchange traded fund’s stock after selling 104,040 shares during the period. Montag A & Associates Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $5,779,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. RMG Wealth Management LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter worth approximately $27,000. Atlas Capital Advisors Inc. purchased a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter valued at $26,000. N.E.W. Advisory Services LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF in the 1st quarter worth $28,000. Curio Wealth LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 26,900.0% in the 2nd quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock worth $30,000 after purchasing an additional 269 shares in the last quarter. Finally, Bulwark Capital Corp purchased a new position in shares of iShares Core S&P Small-Cap ETF in the second quarter worth $30,000. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA:IJR opened at $119.11 on Tuesday. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $128.61. The company has a market cap of $85.99 billion, a P/E ratio of 16.52 and a beta of 1.08. The stock’s fifty day moving average price is $118.61 and its 200-day moving average price is $112.69.

iShares Core S&P Small-Cap ETF 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.