Encompass Wealth Advisors LLC Has $15.50 Million Stake in iShares Core S&P Small-Cap ETF $IJR

Encompass Wealth Advisors LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 141,815 shares of the exchange traded fund’s stock after acquiring an additional 5,544 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 5.7% of Encompass Wealth Advisors LLC’s investment portfolio, making the stock its 4th largest position. Encompass Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $15,499,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Signature Resources Capital Management LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 105.8% during the 1st quarter. Signature Resources Capital Management LLC now owns 249 shares of the exchange traded fund’s stock valued at $26,000 after acquiring an additional 128 shares during the last quarter. Atlas Capital Advisors Inc. bought a new stake in shares of iShares Core S&P Small-Cap ETF during the 1st quarter valued at about $26,000. Hoey Investments Inc. bought a new stake in shares of iShares Core S&P Small-Cap ETF during the 1st quarter valued at about $28,000. N.E.W. Advisory Services LLC bought a new stake in iShares Core S&P Small-Cap ETF in the 1st quarter worth approximately $28,000. Finally, Bulwark Capital Corp bought a new stake in iShares Core S&P Small-Cap ETF in the 2nd quarter worth approximately $30,000. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $118.47 on Friday. The business has a 50 day moving average of $115.63 and a 200 day moving average of $108.53. The company has a market capitalization of $86.09 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-year high of $128.61.

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.