iShares S&P SmallCap 600 Index (IJR) is Marietta Wealth Management LLC’s 4th Largest Position

Marietta Wealth Management LLC lessened its holdings in iShares S&P SmallCap 600 Index (NYSE:IJR) by 0.7% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 57,785 shares of the exchange traded fund’s stock after selling 399 shares during the period. iShares S&P SmallCap 600 Index makes up 2.5% of Marietta Wealth Management LLC’s portfolio, making the stock its 4th biggest position. Marietta Wealth Management LLC’s holdings in iShares S&P SmallCap 600 Index were worth $4,051,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of IJR. Gibson Capital LLC raised its position in iShares S&P SmallCap 600 Index by 5.2% in the second quarter. Gibson Capital LLC now owns 5,043 shares of the exchange traded fund’s stock worth $350,000 after purchasing an additional 250 shares in the last quarter. Greenleaf Trust grew its stake in iShares S&P SmallCap 600 Index by 35.4% during the second quarter. Greenleaf Trust now owns 601,916 shares of the exchange traded fund’s stock worth $42,200,000 after buying an additional 157,426 shares during the last quarter. Appropriate Balance Financial Services Inc. grew its stake in iShares S&P SmallCap 600 Index by 0.6% during the second quarter. Appropriate Balance Financial Services Inc. now owns 16,804 shares of the exchange traded fund’s stock worth $239,686,000 after buying an additional 100 shares during the last quarter. Cue Financial Group Inc. bought a new stake in iShares S&P SmallCap 600 Index during the second quarter worth about $304,000. Finally, Twele Capital Management Inc. grew its stake in iShares S&P SmallCap 600 Index by 8.8% during the second quarter. Twele Capital Management Inc. now owns 187,523 shares of the exchange traded fund’s stock worth $13,147,000 after buying an additional 15,220 shares during the last quarter.

Shares of iShares S&P SmallCap 600 Index (IJR) traded up 0.39% during mid-day trading on Wednesday, reaching $71.47. 424,116 shares of the company’s stock traded hands. iShares S&P SmallCap 600 Index has a 12 month low of $57.72 and a 12 month high of $72.05. The firm has a 50 day moving average price of $69.10 and a 200-day moving average price of $69.32.

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About iShares S&P SmallCap 600 Index

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 S&P SmallCap 600 Index (NYSE:IJR)

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