Charter Oak Capital Management LLC Has $538,000 Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Charter Oak Capital Management LLC trimmed its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,672 shares of the exchange traded fund’s stock after selling 614 shares during the period. Charter Oak Capital Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $538,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of IJR. Capital City Trust Co. FL raised its stake in iShares Core S&P Small-Cap ETF by 2.0% in the third quarter. Capital City Trust Co. FL now owns 4,414 shares of the exchange traded fund’s stock valued at $516,000 after purchasing an additional 85 shares in the last quarter. Bank of New Hampshire raised its position in shares of iShares Core S&P Small-Cap ETF by 2.4% in the 4th quarter. Bank of New Hampshire now owns 3,727 shares of the exchange traded fund’s stock valued at $429,000 after buying an additional 88 shares in the last quarter. Clear Harbor Asset Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.8% during the 4th quarter. Clear Harbor Asset Management LLC now owns 3,302 shares of the exchange traded fund’s stock worth $381,000 after acquiring an additional 90 shares during the period. Founders Financial Alliance LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.0% during the 2nd quarter. Founders Financial Alliance LLC now owns 4,729 shares of the exchange traded fund’s stock worth $504,000 after acquiring an additional 91 shares during the period. Finally, Riggs Asset Managment Co. Inc. boosted its position in shares of iShares Core S&P Small-Cap ETF by 50.6% during the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after acquiring an additional 91 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $118.77 on Tuesday. The firm has a 50 day simple moving average of $119.82 and a two-hundred day simple moving average of $116.84. iShares Core S&P Small-Cap ETF has a one year low of $101.85 and a one year high of $128.61. The company has a market cap of $86.17 billion, a P/E ratio of 12.95 and a beta of 1.16.

iShares Core S&P Small-Cap ETF 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.