Peak Financial Management Inc. Purchases 1,998 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Peak Financial Management Inc. boosted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 68,333 shares of the exchange traded fund’s stock after purchasing an additional 1,998 shares during the period. iShares Core S&P Small-Cap ETF comprises about 2.4% of Peak Financial Management Inc.’s investment portfolio, making the stock its 17th biggest position. Peak Financial Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $7,873,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IJR. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 92,819 shares of the exchange traded fund’s stock worth $10,695,000 after purchasing an additional 5,246 shares in the last quarter. ETF Portfolio Partners Inc. raised its holdings in shares of iShares Core S&P Small-Cap ETF by 68.1% in the fourth quarter. ETF Portfolio Partners Inc. now owns 81,337 shares of the exchange traded fund’s stock valued at $9,372,000 after buying an additional 32,961 shares during the last quarter. High Net Worth Advisory Group LLC lifted its position in iShares Core S&P Small-Cap ETF by 1.8% during the 4th quarter. High Net Worth Advisory Group LLC now owns 15,838 shares of the exchange traded fund’s stock worth $1,825,000 after buying an additional 283 shares in the last quarter. 1834 Investment Advisors Co. lifted its position in iShares Core S&P Small-Cap ETF by 1.7% during the 4th quarter. 1834 Investment Advisors Co. now owns 11,533 shares of the exchange traded fund’s stock worth $1,329,000 after buying an additional 195 shares in the last quarter. Finally, Novare Capital Management LLC grew its holdings in iShares Core S&P Small-Cap ETF by 25.7% during the 4th quarter. Novare Capital Management LLC now owns 11,355 shares of the exchange traded fund’s stock worth $1,308,000 after acquiring an additional 2,322 shares during the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.2 %

Shares of IJR stock opened at $119.07 on Monday. The firm has a market capitalization of $86.39 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The firm’s 50 day moving average is $119.82 and its 200-day moving average is $116.77. iShares Core S&P Small-Cap ETF has a 1 year low of $101.85 and a 1 year high of $128.61.

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.