iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is CCG Wealth Management LLC’s 5th Largest Position

CCG Wealth Management LLC trimmed its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 66,206 shares of the exchange traded fund’s stock after selling 744 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 4.2% of CCG Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. CCG Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,628,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Versant Capital Management Inc lifted its position in iShares Core S&P Small-Cap ETF by 71.9% during the 4th quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock valued at $188,000 after acquiring an additional 683 shares during the period. Sendero Wealth Management LLC lifted its position in iShares Core S&P Small-Cap ETF by 29.1% during the 3rd quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock valued at $671,000 after acquiring an additional 1,291 shares during the period. Joel Isaacson & Co. LLC lifted its position in iShares Core S&P Small-Cap ETF by 2.3% during the 3rd quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock valued at $2,283,000 after acquiring an additional 444 shares during the period. Towerpoint Wealth LLC increased its stake in iShares Core S&P Small-Cap ETF by 29.7% during the 3rd quarter. Towerpoint Wealth LLC now owns 2,445 shares of the exchange traded fund’s stock valued at $286,000 after purchasing an additional 560 shares in the last quarter. Finally, MidAtlantic Capital Management Inc. bought a new stake in iShares Core S&P Small-Cap ETF during the 3rd quarter valued at about $4,839,000.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA:IJR opened at $118.44 on Monday. The firm has a market cap of $85.93 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.85 and a fifty-two week high of $128.61. The firm has a 50-day simple moving average of $119.48 and a two-hundred day simple moving average of $117.02.

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.