Peak Financial Management Inc. Sells 374 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Peak Financial Management Inc. lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 63,857 shares of the exchange traded fund’s stock after selling 374 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 2.3% of Peak Financial Management Inc.’s portfolio, making the stock its 19th biggest holding. Peak Financial Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $6,912,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in IJR. Atlantic Private Wealth LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 185.9% in the third quarter. Atlantic Private Wealth LLC now owns 263 shares of the exchange traded fund’s stock worth $25,000 after buying an additional 171 shares during the period. Bruce G. Allen Investments LLC bought a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter valued at approximately $28,000. Capital Investment Counsel Inc bought a new stake in iShares Core S&P Small-Cap ETF during the 3rd quarter valued at approximately $31,000. Industrial Alliance Investment Management Inc. bought a new stake in iShares Core S&P Small-Cap ETF during the 3rd quarter valued at approximately $42,000. Finally, Aspire Private Capital LLC raised its stake in iShares Core S&P Small-Cap ETF by 181.5% during the 3rd quarter. Aspire Private Capital LLC now owns 473 shares of the exchange traded fund’s stock valued at $45,000 after purchasing an additional 305 shares during the period.

iShares Core S&P Small-Cap ETF Trading Up 0.5 %

Shares of IJR opened at $110.52 on Friday. The business’s 50 day moving average is $106.42 and its 200 day moving average is $100.70. The company has a market capitalization of $77.20 billion, a PE ratio of 12.11 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 12-month low of $87.32 and a 12-month high of $111.16.

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.