Robertson Stephens Wealth Management LLC Sells 13,151 Shares of iShares Core S&P Small-Cap ETF $IJR

Robertson Stephens Wealth Management LLC trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 112,411 shares of the exchange traded fund’s stock after selling 13,151 shares during the period. Robertson Stephens Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $15,292,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Livet Wealth LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 1.2% in the first quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock worth $778,000 after acquiring an additional 75 shares in the last quarter. Essential Partners LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 5.5% during the 1st quarter. Essential Partners LLC now owns 1,494 shares of the exchange traded fund’s stock valued at $186,000 after purchasing an additional 78 shares in the last quarter. Tenzing Financial LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.6% during the 2nd quarter. Tenzing Financial LLC now owns 3,147 shares of the exchange traded fund’s stock valued at $462,000 after purchasing an additional 80 shares in the last quarter. Exchange Bank lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.4% during the 3rd quarter. Exchange Bank now owns 5,995 shares of the exchange traded fund’s stock valued at $816,000 after purchasing an additional 80 shares in the last quarter. Finally, Stokes Capital Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.3% during the 1st quarter. Stokes Capital Advisors LLC now owns 6,282 shares of the exchange traded fund’s stock valued at $781,000 after purchasing an additional 81 shares in the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $135.91 on Friday. The stock has a 50 day simple moving average of $142.13 and a 200 day simple moving average of $140.48. iShares Core S&P Small-Cap ETF has a 52-week low of $112.00 and a 52-week high of $150.69. The firm has a market capitalization of $101.96 billion, a PE ratio of 16.52 and a beta of 1.03.

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. 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.