Elevation Point Wealth Partners LLC Has $10.45 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Elevation Point Wealth Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 135.9% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 87,942 shares of the exchange traded fund’s stock after buying an additional 50,664 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 0.7% of Elevation Point Wealth Partners LLC’s investment portfolio, making the stock its 28th largest position. Elevation Point Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,450,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in iShares Core S&P Small-Cap ETF by 10.0% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock valued at $13,302,000 after purchasing an additional 10,185 shares during the last quarter. Alaska Permanent Capital Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 11.4% during the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after purchasing an additional 55,761 shares in the last quarter. Latko Wealth Management Ltd. raised its stake in shares of iShares Core S&P Small-Cap ETF by 8.5% during the 3rd quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock worth $6,979,000 after purchasing an additional 4,608 shares in the last quarter. First Horizon Corp acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 3rd quarter valued at about $10,009,000. Finally, Cambridge Capital Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 4.1% during the 3rd quarter. Cambridge Capital Management LLC now owns 172,892 shares of the exchange traded fund’s stock valued at $20,545,000 after buying an additional 6,754 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 Performance

NYSEARCA:IJR opened at $122.05 on Friday. The stock’s 50 day moving average price is $128.26 and its 200 day moving average price is $122.49. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $133.52. The company has a market capitalization of $89.75 billion, a P/E ratio of 16.52 and a beta of 1.08.

iShares Core S&P Small-Cap ETF Company 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. 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.