Executive Wealth Management LLC Sells 130 Shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:JKL)

Executive Wealth Management LLC lessened its holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:JKL) by 30.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 302 shares of the company’s stock after selling 130 shares during the quarter. Executive Wealth Management LLC’s holdings in iShares Morningstar Small-Cap Value ETF were worth $41,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the company. Cardan Capital Partners LLC raised its position in iShares Morningstar Small-Cap Value ETF by 5.4% during the second quarter. Cardan Capital Partners LLC now owns 137,564 shares of the company’s stock worth $18,855,000 after acquiring an additional 7,050 shares in the last quarter. Matrix Trust Co bought a new position in shares of iShares Morningstar Small-Cap Value ETF in the second quarter valued at about $7,104,000. Advisor Group Inc. raised its position in shares of iShares Morningstar Small-Cap Value ETF by 0.7% in the first quarter. Advisor Group Inc. now owns 20,290 shares of the company’s stock valued at $2,797,000 after purchasing an additional 132 shares during the period. Cambridge Investment Research Advisors Inc. raised its position in shares of iShares Morningstar Small-Cap Value ETF by 1.4% in the first quarter. Cambridge Investment Research Advisors Inc. now owns 18,105 shares of the company’s stock valued at $2,496,000 after purchasing an additional 258 shares during the period. Finally, EisnerAmper Wealth Management Corporate Benefits LLC raised its position in shares of iShares Morningstar Small-Cap Value ETF by 3.7% in the second quarter. EisnerAmper Wealth Management Corporate Benefits LLC now owns 16,264 shares of the company’s stock valued at $2,229,000 after purchasing an additional 573 shares during the period.

Shares of JKL opened at $124.51 on Friday. The company’s 50-day moving average is $134.64 and its 200-day moving average is $138.06. iShares Morningstar Small-Cap Value ETF has a fifty-two week low of $116.66 and a fifty-two week high of $159.20.

iShares Morningstar Small-Cap Value ETF Company Profile

iShares Morningstar Small-Cap Value ETF, formerly iShares Morningstar Small Value Index Fund (the Value Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Morningstar Small Value Index (the Value Index). The Value Index measures the performance of stocks issued by small-capitalization companies that have exhibited above-average value characteristics as determined by Morningstar Inc’s index methodology.

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Institutional Ownership by Quarter for iShares Morningstar Small-Cap Value ETF (NYSEARCA:JKL)

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