Dougherty Wealth Advisers LLC Sells 2,715 Shares of iShares Core S&P Small-Cap ETF $IJR

Dougherty Wealth Advisers LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.3% during the 2nd quarter, Holdings Channel reports. The firm owned 17,711 shares of the exchange traded fund’s stock after selling 2,715 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.3% of Dougherty Wealth Advisers LLC’s portfolio, making the stock its 13th biggest holding. Dougherty Wealth Advisers LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,936,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IJR. Brighton Jones LLC raised its stake in iShares Core S&P Small-Cap ETF by 24.3% during the 4th 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 during the period. Heck Capital Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter valued at approximately $55,011,000. Rhumbline Advisers raised its stake in iShares Core S&P Small-Cap ETF by 28.4% during the 1st quarter. Rhumbline Advisers now owns 30,959 shares of the exchange traded fund’s stock valued at $3,237,000 after purchasing an additional 6,845 shares during the period. Procyon Advisors LLC raised its stake in iShares Core S&P Small-Cap ETF by 53.0% during the 1st quarter. Procyon Advisors LLC now owns 6,414 shares of the exchange traded fund’s stock valued at $671,000 after purchasing an additional 2,222 shares during the period. Finally, Radnor Capital Management LLC bought a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter valued at approximately $274,000. Institutional investors own 66.92% of the company’s stock.

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

Shares of IJR opened at $120.08 on Monday. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61. The business’s 50 day moving average is $116.28 and its 200 day moving average is $109.07. The company has a market capitalization of $86.76 billion, a PE ratio of 16.52 and a beta of 1.15.

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.