Concentrum Wealth Management Has $1.82 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Concentrum Wealth Management boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 247.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 15,824 shares of the exchange traded fund’s stock after purchasing an additional 11,271 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 0.6% of Concentrum Wealth Management’s portfolio, making the stock its 25th largest holding. Concentrum Wealth Management’s holdings in iShares Core S&P Small-Cap ETF were worth $1,823,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Financial Life Planners bought a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $25,000. Millstone Evans Group LLC acquired a new position in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $30,000. Curio Wealth LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $31,000. Bradley & Co. Private Wealth Management LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth $33,000. Finally, Murphy & Mullick Capital Management Corp bought a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth $40,000.

iShares Core S&P Small-Cap ETF Stock Down 4.3 %

IJR stock opened at $94.63 on Monday. iShares Core S&P Small-Cap ETF has a 52 week low of $90.54 and a 52 week high of $128.61. The business has a 50-day simple moving average of $110.86 and a 200 day simple moving average of $115.94. The company has a market cap of $70.92 billion, a PE ratio of 15.73 and a beta of 1.08.

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.