Magnolia Wealth Management LLC Invests $9.79 Million in iShares Core S&P Small-Cap ETF $IJR

Magnolia Wealth Management LLC bought a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 82,362 shares of the exchange traded fund’s stock, valued at approximately $9,787,000. iShares Core S&P Small-Cap ETF comprises about 6.1% of Magnolia Wealth Management LLC’s portfolio, making the stock its 6th biggest holding.

A number of other large investors have also added to or reduced their stakes in IJR. Your Advocates Ltd. LLP raised its position in shares of iShares Core S&P Small-Cap ETF by 197.6% in the third quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 162 shares during the period. Hantz Financial Services Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 85.4% during the 3rd 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 period. New Millennium Group LLC grew its stake in iShares Core S&P Small-Cap ETF by 105.3% in the 3rd quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock valued at $37,000 after buying an additional 158 shares during the last quarter. WPG Advisers LLC grew its stake in iShares Core S&P Small-Cap ETF by 306.6% in the 3rd quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock valued at $51,000 after buying an additional 325 shares during the last quarter. Finally, Curio Wealth LLC raised its holdings in iShares Core S&P Small-Cap ETF by 63.3% in the 3rd quarter. Curio Wealth LLC now owns 441 shares of the exchange traded fund’s stock valued at $52,000 after acquiring an additional 171 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Up 0.7%

Shares of IJR stock opened at $123.83 on Wednesday. The firm has a 50 day moving average price of $128.24 and a two-hundred day moving average price of $122.59. The company has a market capitalization of $91.06 billion, a PE ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $133.52.

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. 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.