Phillips Financial Management LLC Has $6.55 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Phillips Financial Management LLC lowered its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 18.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 56,832 shares of the exchange traded fund’s stock after selling 13,243 shares during the quarter. Phillips Financial Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,548,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Raymond James Financial Inc. acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $1,637,301,000. FMR LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 5.9% during the 3rd quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock worth $2,589,128,000 after purchasing an additional 1,230,029 shares during the last quarter. LPL Financial LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 5.2% in the third quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock valued at $1,638,229,000 after buying an additional 689,382 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in iShares Core S&P Small-Cap ETF by 21.9% in the third quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock valued at $426,794,000 after acquiring an additional 655,679 shares during the last quarter. Finally, World Investment Advisors LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 362.8% during the 3rd quarter. World Investment Advisors LLC now owns 703,480 shares of the exchange traded fund’s stock worth $82,279,000 after purchasing an additional 551,475 shares during the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.4 %

IJR stock opened at $104.24 on Thursday. iShares Core S&P Small-Cap ETF has a 1-year low of $101.85 and a 1-year high of $128.61. The business’s 50 day simple moving average is $114.94 and its 200 day simple moving average is $117.01. The firm has a market capitalization of $78.75 billion, a PE ratio of 17.05 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.