Phillips Financial Management LLC Reduces Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Phillips Financial Management LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 70,075 shares of the exchange traded fund’s stock after selling 10,282 shares during the quarter. Phillips Financial Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $8,196,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 3.4% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock worth $3,723,730,000 after purchasing an additional 1,149,045 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in shares of iShares Core S&P Small-Cap ETF by 98.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock valued at $1,825,266,000 after purchasing an additional 8,492,105 shares during the period. LPL Financial LLC grew its stake in iShares Core S&P Small-Cap ETF by 2.5% during the 2nd quarter. LPL Financial LLC now owns 13,317,367 shares of the exchange traded fund’s stock worth $1,420,430,000 after buying an additional 324,829 shares during the last quarter. Raymond James & Associates increased its position in iShares Core S&P Small-Cap ETF by 1.4% during the third quarter. Raymond James & Associates now owns 9,904,939 shares of the exchange traded fund’s stock worth $1,158,482,000 after buying an additional 133,903 shares during the period. Finally, First Command Advisory Services Inc. lifted its stake in iShares Core S&P Small-Cap ETF by 1.0% in the second quarter. First Command Advisory Services Inc. now owns 8,681,654 shares of the exchange traded fund’s stock valued at $926,212,000 after buying an additional 84,327 shares during the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.9 %

Shares of IJR opened at $120.53 on Monday. The company’s 50 day simple moving average is $116.63 and its 200-day simple moving average is $112.50. The firm has a market cap of $87.44 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 12-month low of $94.83 and a 12-month high of $126.72.

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.