Fiduciary Planning LLC Boosts Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Fiduciary Planning LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 20.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,473 shares of the exchange traded fund’s stock after purchasing an additional 419 shares during the period. Fiduciary Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $289,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Index Fund Advisors Inc. grew its position in shares of iShares Core S&P Small-Cap ETF by 4.6% in the third quarter. Index Fund Advisors Inc. now owns 11,728 shares of the exchange traded fund’s stock valued at $1,372,000 after purchasing an additional 516 shares during the period. Greystone Financial Group LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the third quarter valued at about $925,000. Franklin Parlapiano Turner & Welch LLC boosted its position in iShares Core S&P Small-Cap ETF by 1.5% during the third quarter. Franklin Parlapiano Turner & Welch LLC now owns 18,797 shares of the exchange traded fund’s stock worth $2,198,000 after acquiring an additional 272 shares during the last quarter. Romano Brothers AND Company boosted its position in iShares Core S&P Small-Cap ETF by 9.2% during the third quarter. Romano Brothers AND Company now owns 45,136 shares of the exchange traded fund’s stock worth $5,279,000 after acquiring an additional 3,785 shares during the last quarter. Finally, YHB Investment Advisors Inc. boosted its position in iShares Core S&P Small-Cap ETF by 4.7% during the third quarter. YHB Investment Advisors Inc. now owns 202,430 shares of the exchange traded fund’s stock worth $23,676,000 after acquiring an additional 9,024 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

IJR traded up $0.42 on Thursday, reaching $115.08. 602,778 shares of the company’s stock were exchanged, compared to its average volume of 3,752,916. The stock has a market cap of $83.49 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a twelve month low of $87.32 and a twelve month high of $120.74. The stock’s fifty day moving average price is $114.93 and its 200-day moving average price is $110.76.

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.