Lutz Financial Services LLC Increases Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Lutz Financial Services LLC grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 190,103 shares of the exchange traded fund’s stock after purchasing an additional 3,428 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 1.8% of Lutz Financial Services LLC’s portfolio, making the stock its 15th biggest holding. Lutz Financial Services LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $22,234,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of IJR. Riggs Asset Managment Co. Inc. increased its position in iShares Core S&P Small-Cap ETF by 50.6% during the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after purchasing an additional 91 shares during the period. DHJJ Financial Advisors Ltd. grew its holdings in iShares Core S&P Small-Cap ETF by 407.5% during the second quarter. DHJJ Financial Advisors Ltd. now owns 340 shares of the exchange traded fund’s stock worth $36,000 after acquiring an additional 273 shares during the period. HWG Holdings LP purchased a new position in iShares Core S&P Small-Cap ETF in the second quarter worth $41,000. Financial Connections Group Inc. acquired a new stake in iShares Core S&P Small-Cap ETF in the second quarter valued at $54,000. Finally, Abich Financial Wealth Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 285.6% in the third quarter. Abich Financial Wealth Management LLC now owns 482 shares of the exchange traded fund’s stock valued at $56,000 after acquiring an additional 357 shares during the period.

iShares Core S&P Small-Cap ETF Stock Up 0.1 %

Shares of IJR opened at $114.39 on Monday. iShares Core S&P Small-Cap ETF has a 52-week low of $90.29 and a 52-week high of $120.74. The company has a 50-day simple moving average of $115.13 and a 200-day simple moving average of $111.28. The company has a market capitalization of $82.99 billion, a PE ratio of 12.95 and a beta of 1.16.

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.