Enzi Wealth Sells 119,859 Shares of iShares Core S&P Small-Cap ETF $IJR

Enzi Wealth reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 67.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,800 shares of the exchange traded fund’s stock after selling 119,859 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 2.6% of Enzi Wealth’s portfolio, making the stock its 10th largest position. Enzi Wealth’s holdings in iShares Core S&P Small-Cap ETF were worth $7,482,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Jones Financial Companies Lllp raised its stake in shares of iShares Core S&P Small-Cap ETF by 549.5% in the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after purchasing an additional 12,593,909 shares during the period. JPMorgan Chase & Co. boosted its position in shares of iShares Core S&P Small-Cap ETF by 60.1% during the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock worth $610,556,000 after buying an additional 1,928,405 shares during the period. Cerity Partners LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 50.8% during the second quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock worth $410,377,000 after buying an additional 1,265,540 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its position in iShares Core S&P Small-Cap ETF by 2.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after buying an additional 1,024,536 shares during the last quarter. Finally, Truist Financial Corp raised its position in iShares Core S&P Small-Cap ETF by 30.0% in the 3rd quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock valued at $484,181,000 after buying an additional 941,459 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $124.31 on Wednesday. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $133.52. The stock’s 50 day moving average price is $127.42 and its two-hundred day moving average price is $122.90. The stock has a market capitalization of $91.41 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

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. 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.