Elwood & Goetz Wealth Advisory Group LLC Has $6.11 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Elwood & Goetz Wealth Advisory Group LLC lessened its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 1.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 57,256 shares of the exchange traded fund’s stock after selling 763 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 1.7% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 11th largest holding. Elwood & Goetz Wealth Advisory Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,107,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Pathstone Holdings LLC acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth $230,235,000. Mesirow Financial Investment Management Inc. acquired a new position in iShares Core S&P Small-Cap ETF in the first quarter valued at about $145,477,000. Envestnet Asset Management Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 12.3% in the fourth quarter. Envestnet Asset Management Inc. now owns 10,427,455 shares of the exchange traded fund’s stock worth $1,128,772,000 after acquiring an additional 1,141,026 shares in the last quarter. Baird Financial Group Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 33.3% during the fourth quarter. Baird Financial Group Inc. now owns 3,614,870 shares of the exchange traded fund’s stock worth $391,310,000 after purchasing an additional 902,096 shares during the period. Finally, J.Safra Asset Management Corp bought a new position in shares of iShares Core S&P Small-Cap ETF during the 1st quarter valued at about $78,567,000.

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

Shares of IJR traded up $0.57 on Friday, hitting $116.50. The company’s stock had a trading volume of 2,058,602 shares, compared to its average volume of 3,845,052. The firm’s fifty day moving average price is $111.41 and its 200-day moving average price is $108.67. iShares Core S&P Small-Cap ETF has a fifty-two week low of $87.32 and a fifty-two week high of $120.74. The firm has a market capitalization of $84.52 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16.

About iShares Core S&P Small-Cap ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

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