Forthright Family Wealth Advisory LLC Lowers Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Forthright Family Wealth Advisory LLC decreased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 16.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,957 shares of the exchange traded fund’s stock after selling 388 shares during the quarter. Forthright Family Wealth Advisory LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $244,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the company. Capasso Planning Partners LLC lifted its stake in iShares Core S&P Small-Cap ETF by 14.3% in the third quarter. Capasso Planning Partners LLC now owns 19,392 shares of the exchange traded fund’s stock worth $2,268,000 after acquiring an additional 2,419 shares during the last quarter. Franklin Resources Inc. boosted its position in shares of iShares Core S&P Small-Cap ETF by 0.8% during the 3rd quarter. Franklin Resources Inc. now owns 1,078,146 shares of the exchange traded fund’s stock worth $126,132,000 after acquiring an additional 8,810 shares in the last quarter. Peapack Gladstone Financial Corp increased its holdings in shares of iShares Core S&P Small-Cap ETF by 8.1% in the 3rd quarter. Peapack Gladstone Financial Corp now owns 486,909 shares of the exchange traded fund’s stock valued at $56,950,000 after acquiring an additional 36,464 shares during the last quarter. Synovus Financial Corp raised its position in shares of iShares Core S&P Small-Cap ETF by 10.4% during the 3rd quarter. Synovus Financial Corp now owns 574,216 shares of the exchange traded fund’s stock worth $67,160,000 after acquiring an additional 54,044 shares in the last quarter. Finally, Destination Wealth Management lifted its stake in iShares Core S&P Small-Cap ETF by 0.3% during the third quarter. Destination Wealth Management now owns 789,346 shares of the exchange traded fund’s stock worth $92,322,000 after purchasing an additional 2,487 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA:IJR traded down $0.63 during trading on Friday, hitting $123.04. 321,655 shares of the company were exchanged, compared to its average volume of 3,737,574. The firm’s 50 day moving average price is $120.39 and its 200-day moving average price is $114.50. iShares Core S&P Small-Cap ETF has a 12-month low of $101.50 and a 12-month high of $128.61. The stock has a market capitalization of $89.27 billion, a P/E ratio of 12.95 and a beta of 1.16.

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.