Magnolia Wealth Management LLC Has $13.56 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Magnolia Wealth Management LLC grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 91,403 shares of the exchange traded fund’s stock after purchasing an additional 3,788 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 7.1% of Magnolia Wealth Management LLC’s investment portfolio, making the stock its 5th largest position. Magnolia Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $13,556,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the business. Resources Management Corp CT ADV increased its stake in shares of iShares Core S&P Small-Cap ETF by 144.7% in the first quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 123 shares in the last quarter. BankChampaign National Association acquired a new position in iShares Core S&P Small-Cap ETF during the 1st quarter worth about $26,000. Investors Research Corp acquired a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter worth about $33,000. Evolution Wealth Management Inc. grew its holdings in iShares Core S&P Small-Cap ETF by 546.3% during the 4th quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock worth $42,000 after acquiring an additional 295 shares during the last quarter. Finally, Murphy & Mullick Capital Management Corp grew its holdings in iShares Core S&P Small-Cap ETF by 42.4% during the 4th quarter. Murphy & Mullick Capital Management Corp now owns 356 shares of the exchange traded fund’s stock worth $43,000 after acquiring an additional 106 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.4%

IJR opened at $145.34 on Friday. The stock has a market capitalization of $109.56 billion, a PE ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 1-year low of $112.00 and a 1-year high of $150.69. The firm has a 50-day moving average price of $146.61 and a two-hundred day moving average price of $137.89.

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.