iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Elevation Wealth Partners LLC’s 8th Largest Position

Elevation Wealth Partners LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,389 shares of the exchange traded fund’s stock after buying an additional 2,542 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 2.6% of Elevation Wealth Partners LLC’s holdings, making the stock its 8th biggest holding. Elevation Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,267,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. AQR Capital Management LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 20.7% in the 2nd quarter. AQR Capital Management LLC now owns 3,164 shares of the exchange traded fund’s stock worth $337,000 after purchasing an additional 542 shares in the last quarter. Montis Financial LLC purchased a new position in iShares Core S&P Small-Cap ETF during the third quarter valued at $5,306,000. Matrix Asset Advisors Inc. NY boosted its holdings in iShares Core S&P Small-Cap ETF by 22.9% in the third quarter. Matrix Asset Advisors Inc. NY now owns 36,016 shares of the exchange traded fund’s stock worth $4,212,000 after acquiring an additional 6,700 shares in the last quarter. Annex Advisory Services LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 5.6% in the third quarter. Annex Advisory Services LLC now owns 204,914 shares of the exchange traded fund’s stock worth $23,967,000 after acquiring an additional 10,797 shares in the last quarter. Finally, Retirement Planning Group LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 408.7% in the third quarter. Retirement Planning Group LLC now owns 49,102 shares of the exchange traded fund’s stock worth $5,743,000 after acquiring an additional 39,450 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA:IJR opened at $117.15 on Monday. The company has a market capitalization of $84.99 billion, a PE ratio of 12.95 and a beta of 1.16. The business has a fifty day moving average price of $118.64 and a 200-day moving average price of $117.12. iShares Core S&P Small-Cap ETF has a 1-year low of $101.85 and a 1-year 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.