Cooke Wealth Management LLC Makes New $5.24 Million Investment in iShares Core S&P Small-Cap ETF $IJR

Cooke Wealth Management LLC acquired a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 41,150 shares of the exchange traded fund’s stock, valued at approximately $5,236,000. iShares Core S&P Small-Cap ETF accounts for approximately 4.6% of Cooke Wealth Management LLC’s investment portfolio, making the stock its 7th biggest position.

Other large investors have also recently made changes to their positions in the company. Nvwm LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth about $25,000. Your Advocates Ltd. LLP grew its position in iShares Core S&P Small-Cap ETF by 197.6% during the third quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock valued at $29,000 after buying an additional 162 shares during the period. Bank & Trust Co purchased a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $30,000. Hantz Financial Services Inc. increased its holdings in iShares Core S&P Small-Cap ETF by 85.4% during the third quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock worth $30,000 after buying an additional 117 shares during the last quarter. Finally, New Millennium Group LLC raised its position in iShares Core S&P Small-Cap ETF by 105.3% in the third quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock worth $37,000 after acquiring an additional 158 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $125.43 on Monday. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $133.52. The company’s 50-day moving average price is $127.16 and its two-hundred day moving average price is $123.05. The stock has a market cap of $92.86 billion, a price-to-earnings 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.