Ellenbecker Investment Group Has $14.50 Million Holdings in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)


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Ellenbecker Investment Group trimmed its holdings in shares of iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 13.5% in the first quarter, according to its most recent filing with the SEC. The firm owned 133,633 shares of the exchange traded fund’s stock after selling 20,927 shares during the period. iShares S&P SmallCap 600 ETF makes up about 5.1% of Ellenbecker Investment Group’s investment portfolio, making the stock its 6th biggest position. Ellenbecker Investment Group’s holdings in iShares S&P SmallCap 600 ETF were worth $14,503,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the company. Wrapmanager Inc. lifted its holdings in shares of iShares S&P SmallCap 600 ETF by 0.9% during the 4th quarter. Wrapmanager Inc. now owns 10,862 shares of the exchange traded fund’s stock worth $998,000 after acquiring an additional 95 shares during the period. New Potomac Partners LLC lifted its holdings in shares of iShares S&P SmallCap 600 ETF by 2.5% during the 4th quarter. New Potomac Partners LLC now owns 4,199 shares of the exchange traded fund’s stock worth $386,000 after acquiring an additional 101 shares during the period. NWK Group Inc. lifted its holdings in shares of iShares S&P SmallCap 600 ETF by 50.5% during the 4th quarter. NWK Group Inc. now owns 301 shares of the exchange traded fund’s stock worth $28,000 after acquiring an additional 101 shares during the period. We Are One Seven LLC lifted its holdings in shares of iShares S&P SmallCap 600 ETF by 1.4% during the 4th quarter. We Are One Seven LLC now owns 7,771 shares of the exchange traded fund’s stock worth $714,000 after acquiring an additional 109 shares during the period. Finally, Delta Investment Management LLC lifted its holdings in shares of iShares S&P SmallCap 600 ETF by 3.6% during the 4th quarter. Delta Investment Management LLC now owns 3,222 shares of the exchange traded fund’s stock worth $296,000 after acquiring an additional 112 shares during the period.

Shares of iShares S&P SmallCap 600 ETF stock traded down $0.11 during mid-day trading on Thursday, reaching $108.71. 306,268 shares of the stock were exchanged, compared to its average volume of 5,398,860. The firm has a 50-day simple moving average of $108.81 and a 200 day simple moving average of $92.35. iShares S&P SmallCap 600 ETF has a fifty-two week low of $54.70 and a fifty-two week high of $115.20.

About iShares S&P SmallCap 600 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.

Further Reading: Dual Listing

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Institutional Ownership by Quarter for iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

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