BKM Wealth Management LLC Has $746,000 Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

BKM Wealth Management LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.9% in the first quarter, HoldingsChannel reports. The institutional investor owned 6,748 shares of the exchange traded fund’s stock after selling 277 shares during the period. BKM Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $746,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Dohj LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 710.1% during the 4th quarter. Dohj LLC now owns 34,098 shares of the exchange traded fund’s stock valued at $3,691,000 after buying an additional 29,889 shares during the period. Zhang Financial LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 1.4% during the 4th quarter. Zhang Financial LLC now owns 15,746 shares of the exchange traded fund’s stock valued at $1,705,000 after buying an additional 212 shares during the period. Fusion Family Wealth LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 128.8% in the 4th quarter. Fusion Family Wealth LLC now owns 155,572 shares of the exchange traded fund’s stock valued at $16,841,000 after purchasing an additional 87,564 shares during the last quarter. Lowe Brockenbrough & Co. Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 4.8% in the 3rd quarter. Lowe Brockenbrough & Co. Inc. now owns 141,719 shares of the exchange traded fund’s stock valued at $13,433,000 after purchasing an additional 6,504 shares during the last quarter. Finally, Stockman Wealth Management Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF by 5.5% in the 4th quarter. Stockman Wealth Management Inc. now owns 351,341 shares of the exchange traded fund’s stock valued at $38,033,000 after purchasing an additional 18,216 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR stock traded down $0.85 on Monday, hitting $105.81. The company’s stock had a trading volume of 1,342,959 shares, compared to its average volume of 3,814,833. iShares Core S&P Small-Cap ETF has a fifty-two week low of $87.32 and a fifty-two week high of $111.57. The firm’s fifty day moving average price is $107.35 and its 200-day moving average price is $106.74. The stock has a market capitalization of $76.77 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16.

About iShares Core S&P Small-Cap ETF

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.