Next Level Wealth Planning LLC Has $11.25 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

Next Level Wealth Planning LLC grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 94,659 shares of the exchange traded fund’s stock after purchasing an additional 5,997 shares during the period. iShares Core S&P Small-Cap ETF makes up about 6.4% of Next Level Wealth Planning LLC’s holdings, making the stock its 6th biggest position. Next Level Wealth Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,248,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of IJR. RMG Wealth Management LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter valued at approximately $27,000. Curio Wealth LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 26,900.0% in the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock worth $30,000 after acquiring an additional 269 shares during the period. Quaker Wealth Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 200.4% in the second quarter. Quaker Wealth Management LLC now owns 452 shares of the exchange traded fund’s stock valued at $49,000 after purchasing an additional 902 shares in the last quarter. WPG Advisers LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 306.6% in the third quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock valued at $51,000 after purchasing an additional 325 shares in the last quarter. Finally, Highline Wealth Partners LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 2,635.0% during the 2nd quarter. Highline Wealth Partners LLC now owns 547 shares of the exchange traded fund’s stock valued at $60,000 after purchasing an additional 527 shares during the period. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $126.82 on Wednesday. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $129.48. The stock’s 50-day simple moving average is $121.92 and its 200 day simple moving average is $118.30. The stock has a market capitalization of $92.83 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08.

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.