Endowment Wealth Management Inc. Grows Holdings in iShares Core S&P Small-Cap ETF $IJR

Endowment Wealth Management Inc. raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 23.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 29,983 shares of the exchange traded fund’s stock after buying an additional 5,780 shares during the period. iShares Core S&P Small-Cap ETF comprises 1.7% of Endowment Wealth Management Inc.’s investment portfolio, making the stock its 16th biggest position. Endowment Wealth Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $3,603,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IJR. Nvwm LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth about $25,000. Your Advocates Ltd. LLP increased its stake in shares of iShares Core S&P Small-Cap ETF by 197.6% during the third quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock worth $29,000 after purchasing an additional 162 shares in the last quarter. Hantz Financial Services Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 85.4% during the third quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock worth $30,000 after purchasing an additional 117 shares in the last quarter. Bank & Trust Co purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth about $30,000. Finally, New Millennium Group LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 105.3% during the third quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock worth $37,000 after purchasing an additional 158 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 Price Performance

IJR stock opened at $137.40 on Tuesday. The stock has a market capitalization of $102.59 billion, a P/E ratio of 16.52 and a beta of 1.03. The firm has a 50-day simple moving average of $130.99 and a 200-day simple moving average of $126.84. iShares Core S&P Small-Cap ETF has a 52 week low of $102.57 and a 52 week high of $139.49.

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.