Planning Alternatives Ltd. ADV Has $43.84 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Planning Alternatives Ltd. ADV increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.2% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 352,704 shares of the exchange traded fund’s stock after acquiring an additional 4,074 shares during the period. iShares Core S&P Small-Cap ETF comprises about 5.7% of Planning Alternatives Ltd. ADV’s investment portfolio, making the stock its 5th biggest position. Planning Alternatives Ltd. ADV’s holdings in iShares Core S&P Small-Cap ETF were worth $43,845,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Nvwm LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $25,000. Bank & Trust Co acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $30,000. Networth Advisors LLC bought a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $40,000. DecisionPoint Financial LLC boosted its stake in iShares Core S&P Small-Cap ETF by 61.7% in the 4th quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock valued at $42,000 after buying an additional 132 shares in the last quarter. Finally, Evolution Wealth Management Inc. boosted its stake in iShares Core S&P Small-Cap ETF by 546.3% in the 4th quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock valued at $42,000 after buying an additional 295 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

iShares Core S&P Small-Cap ETF stock opened at $146.02 on Monday. The stock has a fifty day moving average price of $141.57 and a two-hundred day moving average price of $133.16. iShares Core S&P Small-Cap ETF has a 52-week low of $107.08 and a 52-week high of $149.35. The firm has a market capitalization of $109.79 billion, a P/E ratio of 16.52 and a beta of 1.01.

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.