Peak Financial Management Inc. Has $7.87 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Peak Financial Management Inc. increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 68,333 shares of the exchange traded fund’s stock after buying an additional 1,998 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 2.4% of Peak Financial Management Inc.’s portfolio, making the stock its 17th biggest holding. Peak Financial Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $7,873,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 50.6% in the third quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock valued at $32,000 after purchasing an additional 91 shares in the last quarter. HWG Holdings LP acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter valued at $41,000. Brooklyn Investment Group bought a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth about $46,000. Endeavor Private Wealth Inc. acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at about $47,000. Finally, SJS Investment Consulting Inc. increased its stake in iShares Core S&P Small-Cap ETF by 784.3% in the fourth quarter. SJS Investment Consulting Inc. now owns 451 shares of the exchange traded fund’s stock valued at $52,000 after acquiring an additional 400 shares during the period.

iShares Core S&P Small-Cap ETF Stock Down 0.2 %

NYSEARCA:IJR opened at $119.07 on Monday. The firm has a market capitalization of $86.39 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 12-month low of $101.85 and a 12-month high of $128.61. The firm has a 50-day moving average price of $119.82 and a 200 day moving average price of $116.77.

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.