iShares Core S&P Small-Cap ETF Price & Performance (IJR)

Charles Schwab Investment Management Inc. has reduced its stake in the iShares Core S&P U.S. Growth ETF by 29.2% during the fourth quarter. The firm now holds 65,614 shares valued at $9.14 million. This move follows broader trends among institutional investors adjusting positions in the ETF market.1

Wells Fargo has upgraded its rating for Service Properties Trust from Underweight to Overweight. Despite the upgrade, the average price target for the stock suggests a slight downside of 0.40%. Institutional sentiment has shown mixed changes, with some funds reducing their holdings while others increased allocations.2

Small-cap ETFs are drawing attention as investors anticipate Federal Reserve rate cuts. Funds like the Sprott Junior Gold Miners ETF and SPDR SSGA US Small Cap Low Volatility Index ETF have posted strong performances this year, with some exceeding 20% gains. Small-cap stocks often respond favorably to such monetary policy shifts.3