Cumberland Advisors Inc. lowered its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 137,040 shares of the exchange traded fund’s stock after selling 2,765 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 6.3% of Cumberland Advisors Inc.’s investment portfolio, making the stock its 4th largest holding. Cumberland Advisors Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $15,790,000 at the end of the most recent quarter.
A number of other large investors have also recently bought and sold shares of the company. Versant Capital Management Inc boosted its position in iShares Core S&P Small-Cap ETF by 71.9% in the 4th quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock worth $188,000 after purchasing an additional 683 shares in the last quarter. Fidelis Capital Partners LLC boosted its position in iShares Core S&P Small-Cap ETF by 29.5% in the 2nd quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock worth $4,313,000 after purchasing an additional 9,098 shares in the last quarter. Sendero Wealth Management LLC boosted its position in iShares Core S&P Small-Cap ETF by 29.1% in the 3rd quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock worth $671,000 after purchasing an additional 1,291 shares in the last quarter. Joel Isaacson & Co. LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 2.3% during the 3rd quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock worth $2,283,000 after buying an additional 444 shares during the period. Finally, TPG Advisors LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter worth approximately $2,686,000.
iShares Core S&P Small-Cap ETF Stock Up 0.0 %
Shares of IJR stock traded up $0.03 during trading hours on Wednesday, hitting $115.39. 3,639,863 shares of the company’s stock were exchanged, compared to its average volume of 4,054,330. The firm has a market cap of $83.72 billion, a P/E ratio of 12.95 and a beta of 1.16. The firm has a 50 day moving average of $120.71 and a two-hundred day moving average of $115.84. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.50 and a fifty-two week high of $128.61.
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.
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