Enzi Wealth Has $7.48 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Enzi Wealth reduced its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 67.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 58,800 shares of the exchange traded fund’s stock after selling 119,859 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 2.6% of Enzi Wealth’s portfolio, making the stock its 10th largest holding. Enzi Wealth’s holdings in iShares Core S&P Small-Cap ETF were worth $7,482,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. ERn Financial LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 1.3% in the fourth quarter. ERn Financial LLC now owns 44,993 shares of the exchange traded fund’s stock valued at $5,407,000 after acquiring an additional 588 shares during the last quarter. Fortitude Family Office LLC raised its holdings in iShares Core S&P Small-Cap ETF by 10.1% during the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock worth $5,508,000 after acquiring an additional 4,209 shares in the last quarter. Nisa Investment Advisors LLC acquired a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $1,856,000. ADG Wealth Management Group LLC boosted its position in iShares Core S&P Small-Cap ETF by 16.3% during the fourth quarter. ADG Wealth Management Group LLC now owns 2,393 shares of the exchange traded fund’s stock valued at $288,000 after purchasing an additional 336 shares during the last quarter. Finally, Westmount Partners LLC grew its stake in iShares Core S&P Small-Cap ETF by 0.3% in the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock valued at $3,131,000 after purchasing an additional 79 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Up 2.8%

NYSEARCA:IJR opened at $124.31 on Wednesday. The firm has a market capitalization of $91.41 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $133.52. The stock’s 50 day moving average price is $127.42 and its two-hundred day moving average price is $122.90.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.