SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Makes New Investment in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 67,578 shares of the exchange traded fund’s stock, valued at approximately $7,786,000. iShares Core S&P Small-Cap ETF makes up approximately 7.7% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s investment portfolio, making the stock its 2nd largest holding.

Other institutional investors and hedge funds also recently modified their holdings of the company. Financial Life Planners bought a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth about $25,000. Bradley & Co. Private Wealth Management LLC bought a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $33,000. Brooklyn Investment Group acquired a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $46,000. Bellevue Asset Management LLC bought a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $46,000. Finally, Endeavor Private Wealth Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $47,000.

iShares Core S&P Small-Cap ETF Stock Down 0.6 %

Shares of iShares Core S&P Small-Cap ETF stock opened at $104.70 on Wednesday. iShares Core S&P Small-Cap ETF has a 12-month low of $101.85 and a 12-month high of $128.61. The business’s 50 day moving average is $115.16 and its 200-day moving average is $117.10. The stock has a market cap of $79.10 billion, a P/E ratio of 17.05 and a beta of 1.15.

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.