KW Wealth Management LLC Takes $606,000 Position in iShares Core S&P Small-Cap ETF $IJR

KW Wealth Management LLC bought a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the third quarter, according to its most recent disclosure with the SEC. The firm bought 5,101 shares of the exchange traded fund’s stock, valued at approximately $606,000. iShares Core S&P Small-Cap ETF comprises about 1.0% of KW Wealth Management LLC’s holdings, making the stock its 27th largest position.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. RMG Wealth Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter worth about $27,000. Bulwark Capital Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter valued at about $30,000. Curio Wealth LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 26,900.0% in the 2nd quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 269 shares during the period. Marshall & Sullivan Inc. WA purchased a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter worth approximately $38,000. Finally, Quaker Wealth Management LLC grew its stake in iShares Core S&P Small-Cap ETF by 200.4% during the 2nd quarter. Quaker Wealth Management LLC now owns 452 shares of the exchange traded fund’s stock worth $49,000 after buying an additional 902 shares during the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 0.0%

IJR opened at $123.13 on Monday. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $125.84. The business’s 50 day moving average is $119.91 and its two-hundred day moving average is $116.36. The firm has a market cap of $88.89 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

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.