Private Client Services LLC Reduces Holdings in iShares Core S&P Small-Cap ETF

Private Client Services LLC has reduced its investment in the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.7% during the fourth quarter of the year. This information comes from their latest Form 13F filing submitted to the Securities and Exchange Commission (SEC). After selling 173 shares, the firm now possesses a total of 2,080 shares in this exchange-traded fund (ETF), amounting to a valuation of approximately $240,000 at the time of their latest filing.

In addition to Private Client Services LLC, several other large investors have also altered their stakes in the iShares Core S&P Small-Cap ETF. For instance, Riggs Asset Management Co. Inc. has increased its stake in the ETF by 50.6% during the third quarter, acquiring an additional 91 shares to own 271 shares valued at $32,000. Similarly, HWG Holdings LP took a new position in the second quarter, which is valued at $41,000.

Moreover, Abich Financial Wealth Management LLC made a significant increase in its holdings, jumping by 285.6% during the same third quarter. They now hold 482 shares worth around $56,000 after adding 357 shares. Fairscale Capital LLC has also entered the iShares Core S&P Small-Cap ETF by acquiring shares worth $58,000 in the second quarter, while Davis Capital Management raised its own stake by 20.1% in the third quarter, owning 597 shares now valued at $70,000 after purchasing an additional 100 shares.

Current Stock Performance of iShares Core S&P Small-Cap ETF

As of Thursday, shares of NYSEARCA IJR opened at $115.39. The ETF has experienced a 52-week low of $101.50 and a high of $128.61. Its 50-day simple moving average stands at $120.70, while the 200-day simple moving average is $115.84. Overall, the firm holds a market capitalization of approximately $83.72 billion, with a price-to-earnings ratio of 12.95 and a beta of 1.16.

Overview of iShares Core S&P Small-Cap ETF

The iShares Core S&P Small-Cap ETF, initially known as the iShares S&P SmallCap 600 Index Fund, aims to provide investment results that mirror both the price and yield performance of the Standard & Poor’s SmallCap 600 Index. This Index is designed to track the performance of publicly traded companies in the small-cap sector within the U.S. equity market.

iShares, ETF, Investment, Market, Funds