Peak Financial Management Inc. lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.5% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 68,803 shares of the exchange traded fund’s stock after buying an additional 1,036 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 2.1% of Peak Financial Management Inc.’s portfolio, making the stock its 17th biggest holding. Peak Financial Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $7,520,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also recently made changes to their positions in IJR. Kingstone Capital Partners Texas LLC bought a new stake in iShares Core S&P Small-Cap ETF during the 2nd quarter valued at approximately $2,049,784,000. Mullooly Asset Management Inc. bought a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter valued at approximately $709,778,000. Wealthspire Advisors LLC raised its stake in iShares Core S&P Small-Cap ETF by 105.3% during the 1st quarter. Wealthspire Advisors LLC now owns 3,883,282 shares of the exchange traded fund’s stock valued at $406,075,000 after purchasing an additional 1,991,742 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in iShares Core S&P Small-Cap ETF by 1,175.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,912,735 shares of the exchange traded fund’s stock valued at $200,015,000 after purchasing an additional 1,762,735 shares during the period. Finally, Wealth Enhancement Advisory Services LLC raised its stake in iShares Core S&P Small-Cap ETF by 83.8% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 2,492,515 shares of the exchange traded fund’s stock valued at $281,854,000 after purchasing an additional 1,136,151 shares during the period. Institutional investors own 66.92% of the company’s stock.
iShares Core S&P Small-Cap ETF Trading Up 0.9%
Shares of IJR opened at $119.32 on Thursday. The business’s 50 day moving average is $116.69 and its 200 day moving average is $109.31. The company has a market capitalization of $86.24 billion, a PE ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61.
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.
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