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

Elevation Point Wealth Partners LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 29.1% during the first quarter, HoldingsChannel reports. The firm owned 228,153 shares of the exchange traded fund’s stock after purchasing an additional 51,370 shares during the period. iShares Core S&P Small-Cap ETF comprises 0.7% of Elevation Point Wealth Partners LLC’s portfolio, making the stock its 27th largest holding. Elevation Point Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $28,362,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Livet Wealth LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 1.2% in the 1st quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock worth $778,000 after purchasing an additional 75 shares during the period. Pasadena Private Wealth LLC increased its holdings in iShares Core S&P Small-Cap ETF by 0.7% during the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after buying an additional 76 shares during the period. Flavin Financial Services Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 0.4% during the fourth quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock valued at $2,239,000 after buying an additional 78 shares during the period. First Trust Advisors LP increased its holdings in iShares Core S&P Small-Cap ETF by 1.7% during the fourth quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock valued at $559,000 after buying an additional 78 shares during the period. Finally, Westmount Partners LLC raised 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 worth $3,131,000 after buying an additional 79 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

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

iShares Core S&P Small-Cap ETF stock opened at $146.48 on Friday. The business has a fifty day moving average of $139.60 and a two-hundred day moving average of $131.38. The firm has a market cap of $109.83 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a twelve month low of $107.08 and a twelve month high of $149.35.

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.