Elevation Point Wealth Partners LLC Buys 51,370 Shares of iShares Core S&P Small-Cap ETF $IJR

Elevation Point Wealth Partners LLC increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 29.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 228,153 shares of the exchange traded fund’s stock after buying an additional 51,370 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 0.7% of Elevation Point Wealth Partners LLC’s portfolio, making the stock its 27th largest position. Elevation Point Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $28,362,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IJR. Nvwm LLC bought a new position in iShares Core S&P Small-Cap ETF in the 4th quarter worth about $25,000. Bank & Trust Co bought a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $30,000. Networth Advisors LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $40,000. DecisionPoint Financial LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 61.7% in the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock valued at $42,000 after purchasing an additional 132 shares during the period. Finally, Richardson Financial Services Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $42,000. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 0.7%

Shares of NYSEARCA:IJR opened at $146.48 on Friday. iShares Core S&P Small-Cap ETF has a 52-week low of $107.08 and a 52-week high of $149.35. The stock has a market cap of $109.83 billion, a P/E ratio of 16.52 and a beta of 1.01. The business’s 50 day moving average is $139.60 and its 200 day moving average is $131.38.

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. 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.