Kellett Wealth Advisors LLC Sells 2,033 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

by · The Cerbat Gem

Kellett Wealth Advisors LLC lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 13.4% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 13,134 shares of the exchange traded fund’s stock after selling 2,033 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 1.0% of Kellett Wealth Advisors LLC’s holdings, making the stock its 19th largest holding. Kellett Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,373,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Founders Financial Alliance LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2.0% in the fourth quarter. Founders Financial Alliance LLC now owns 4,697 shares of the exchange traded fund’s stock valued at $541,000 after acquiring an additional 91 shares in the last quarter. Plancorp LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 0.5% in the fourth quarter. Plancorp LLC now owns 19,084 shares of the exchange traded fund’s stock worth $2,199,000 after purchasing an additional 96 shares during the last quarter. Blueprint Investment Partners LLC boosted its position in iShares Core S&P Small-Cap ETF by 2.3% in the fourth quarter. Blueprint Investment Partners LLC now owns 4,385 shares of the exchange traded fund’s stock valued at $505,000 after buying an additional 98 shares during the last quarter. Peloton Wealth Strategists lifted its stake in iShares Core S&P Small-Cap ETF by 3.3% during the 4th quarter. Peloton Wealth Strategists now owns 3,174 shares of the exchange traded fund’s stock valued at $366,000 after acquiring an additional 100 shares during the period. Finally, Vertex Planning Partners LLC boosted its position in iShares Core S&P Small-Cap ETF by 1.4% in the 4th quarter. Vertex Planning Partners LLC now owns 7,569 shares of the exchange traded fund’s stock worth $872,000 after purchasing an additional 105 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $108.64 on Wednesday. The company has a fifty day moving average of $104.21 and a two-hundred day moving average of $109.22. The stock has a market capitalization of $78.45 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $128.61.

iShares Core S&P Small-Cap ETF Company Profile

(Free Report)

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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