Planning Alternatives Ltd. ADV Has $35.55 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Planning Alternatives Ltd. ADV raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.7% in the fourth quarter, Holdings Channel reports. The fund owned 308,534 shares of the exchange traded fund’s stock after buying an additional 2,113 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 5.5% of Planning Alternatives Ltd. ADV’s investment portfolio, making the stock its 6th biggest holding. Planning Alternatives Ltd. ADV’s holdings in iShares Core S&P Small-Cap ETF were worth $35,549,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. TFC Financial Management Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 1.5% during the fourth quarter. TFC Financial Management Inc. now owns 15,347 shares of the exchange traded fund’s stock valued at $1,768,000 after acquiring an additional 231 shares during the period. Versant Capital Management Inc raised its position in shares of iShares Core S&P Small-Cap ETF by 71.9% during the fourth quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock valued at $188,000 after buying an additional 683 shares during the last quarter. American Capital Advisory LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 9.0% during the fourth quarter. American Capital Advisory LLC now owns 11,540 shares of the exchange traded fund’s stock valued at $1,330,000 after buying an additional 954 shares during the last quarter. Keystone Financial Group Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $1,182,000. Finally, MidAtlantic Capital Management Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF during the third quarter valued at about $4,839,000.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $109.19 on Tuesday. The company has a 50-day simple moving average of $116.27 and a 200-day simple moving average of $117.39. The firm has a market capitalization of $82.49 billion, a P/E ratio of 17.05 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 52 week low of $101.85 and a 52 week high of $128.61.

iShares Core S&P Small-Cap ETF Company 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.