Valley Forge Investment Consultants Inc. ADV Has $20.60 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Valley Forge Investment Consultants Inc. ADV raised its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 173,394 shares of the exchange traded fund’s stock after buying an additional 7,114 shares during the period. iShares Core S&P Small-Cap ETF comprises about 6.0% of Valley Forge Investment Consultants Inc. ADV’s portfolio, making the stock its 5th biggest position. Valley Forge Investment Consultants Inc. ADV’s holdings in iShares Core S&P Small-Cap ETF were worth $20,604,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in IJR. Kingstone Capital Partners Texas LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the second quarter worth approximately $2,049,784,000. Laurel Wealth Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 11,144.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock worth $1,500,400,000 after purchasing an additional 13,606,522 shares during the period. Northwestern Mutual Wealth Management Co. lifted its position in shares of iShares Core S&P Small-Cap ETF by 5.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock worth $4,513,996,000 after purchasing an additional 2,252,323 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 1,175.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,912,735 shares of the exchange traded fund’s stock valued at $200,015,000 after purchasing an additional 1,762,735 shares during the last quarter. Finally, Cerity Partners LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 50.8% during the second quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock worth $410,377,000 after buying an additional 1,265,540 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 0.0%

Shares of NYSEARCA IJR opened at $123.13 on Friday. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $125.84. The firm has a fifty day simple moving average of $119.91 and a 200 day simple moving average of $116.31. The company has a market capitalization of $88.89 billion, a PE ratio of 16.52 and a beta of 1.08.

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.