Winthrop Advisory Group LLC Has $1.98 Million Position in iShares Core S&P Small-Cap ETF (IJR)

Winthrop Advisory Group LLC trimmed its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,700 shares of the exchange traded fund’s stock after selling 815 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 1.3% of Winthrop Advisory Group LLC’s holdings, making the stock its 11th largest holding. Winthrop Advisory Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,978,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Wells Fargo & Company MN lifted its holdings in iShares Core S&P Small-Cap ETF by 3.3% during the 2nd quarter. Wells Fargo & Company MN now owns 24,067,942 shares of the exchange traded fund’s stock worth $2,008,711,000 after buying an additional 776,399 shares during the last quarter. UBS Group AG lifted its holdings in iShares Core S&P Small-Cap ETF by 4.2% during the 1st quarter. UBS Group AG now owns 15,951,539 shares of the exchange traded fund’s stock worth $1,228,428,000 after buying an additional 648,132 shares during the last quarter. Bank of New York Mellon Corp lifted its holdings in iShares Core S&P Small-Cap ETF by 2.8% during the 2nd quarter. Bank of New York Mellon Corp now owns 9,804,020 shares of the exchange traded fund’s stock worth $818,243,000 after buying an additional 267,631 shares during the last quarter. Nelson Roberts Investment Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 2,815.3% during the 2nd quarter. Nelson Roberts Investment Advisors LLC now owns 9,356,631 shares of the exchange traded fund’s stock worth $27,118,000 after buying an additional 9,035,683 shares during the last quarter. Finally, LPL Financial LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 13.7% during the 1st quarter. LPL Financial LLC now owns 5,140,323 shares of the exchange traded fund’s stock worth $395,856,000 after buying an additional 620,727 shares during the last quarter.

Shares of NYSEARCA IJR opened at $87.37 on Thursday. iShares Core S&P Small-Cap ETF has a 1 year low of $66.76 and a 1 year high of $88.07.

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.

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Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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