Compound Planning Inc. Increases Stock Position in iShares Core S&P Small-Cap ETF $IJR

Compound Planning Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 85,815 shares of the exchange traded fund’s stock after purchasing an additional 7,837 shares during the period. Compound Planning Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $10,313,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in IJR. Crewe Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 4.2% in the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock worth $17,774,000 after acquiring an additional 5,956 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in shares of iShares Core S&P Small-Cap ETF by 10.0% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock worth $13,302,000 after acquiring an additional 10,185 shares in the last quarter. Resonant Capital Advisors LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.2% during the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after acquiring an additional 5,942 shares during the last quarter. Fortitude Family Office LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 10.1% during the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after acquiring an additional 4,209 shares during the last quarter. Finally, Becker Capital Management Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 3.1% in the third quarter. Becker Capital Management Inc. now owns 427,257 shares of the exchange traded fund’s stock valued at $50,771,000 after purchasing an additional 12,672 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $143.21 on Friday. The company’s fifty day moving average is $136.99 and its 200 day moving average is $129.73. iShares Core S&P Small-Cap ETF has a fifty-two week low of $105.15 and a fifty-two week high of $145.06. The stock has a market capitalization of $106.93 billion, a PE ratio of 16.52 and a beta of 1.02.

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.