RKL Wealth Management LLC Has $47.51 Million Stake in iShares Core S&P Small-Cap ETF $IJR

RKL Wealth Management LLC cut its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.2% in the 1st quarter, Holdings Channel reports. The firm owned 382,199 shares of the exchange traded fund’s stock after selling 29,493 shares during the period. iShares Core S&P Small-Cap ETF makes up about 4.3% of RKL Wealth Management LLC’s portfolio, making the stock its 5th biggest position. RKL Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $47,511,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 24.3% during the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after purchasing an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC bought a new position in iShares Core S&P Small-Cap ETF in the fourth quarter worth $55,011,000. AQR Capital Management LLC raised its holdings in iShares Core S&P Small-Cap ETF by 80.7% in the first quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock worth $1,878,000 after purchasing an additional 8,025 shares in the last quarter. Millennium Management LLC purchased a new position in iShares Core S&P Small-Cap ETF during the first quarter valued at $5,503,000. Finally, United Bank lifted its position in iShares Core S&P Small-Cap ETF by 4.8% during the second quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock valued at $3,593,000 after buying an additional 1,495 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.5%

Shares of IJR stock opened at $147.54 on Thursday. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $149.35. The stock has a market cap of $110.63 billion, a PE ratio of 16.52 and a beta of 1.01. The company’s fifty day moving average price is $139.37 and its 200-day moving average price is $131.23.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.