Enzi Wealth Purchases 2,640 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Enzi Wealth boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 163,937 shares of the exchange traded fund’s stock after purchasing an additional 2,640 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 7.4% of Enzi Wealth’s portfolio, making the stock its 4th biggest holding. Enzi Wealth’s holdings in iShares Core S&P Small-Cap ETF were worth $19,495,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Versant Capital Management Inc lifted its holdings in iShares Core S&P Small-Cap ETF by 71.9% during the 4th quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock worth $188,000 after buying an additional 683 shares during the period. Sendero Wealth Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 29.1% in the third quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock worth $671,000 after acquiring an additional 1,291 shares during the period. Joel Isaacson & Co. LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 2.3% in the third quarter. Joel Isaacson & Co. LLC now owns 19,518 shares of the exchange traded fund’s stock valued at $2,283,000 after acquiring an additional 444 shares during the last quarter. Towerpoint Wealth LLC raised its holdings in iShares Core S&P Small-Cap ETF by 29.7% during the 3rd quarter. Towerpoint Wealth LLC now owns 2,445 shares of the exchange traded fund’s stock worth $286,000 after purchasing an additional 560 shares during the last quarter. Finally, MidAtlantic Capital Management Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 3rd quarter worth approximately $4,839,000.

iShares Core S&P Small-Cap ETF Stock Down 0.3 %

IJR opened at $118.32 on Thursday. iShares Core S&P Small-Cap ETF has a twelve month low of $101.85 and a twelve month high of $128.61. The company has a fifty day moving average of $119.74 and a 200-day moving average of $116.96. The stock has a market cap of $85.84 billion, a PE ratio of 12.95 and a beta of 1.16.

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.