Compound Planning Inc. Acquires 7,837 Shares of iShares Core S&P Small-Cap ETF $IJR

Compound Planning Inc. grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 85,815 shares of the exchange traded fund’s stock after acquiring 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 hedge funds have also recently made changes to their positions in IJR. Pasadena Private Wealth LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 0.7% during the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock worth $1,267,000 after purchasing an additional 76 shares in the last quarter. Flavin Financial Services Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 0.4% in the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after purchasing an additional 78 shares in the last quarter. First Trust Advisors LP lifted its holdings in iShares Core S&P Small-Cap ETF by 1.7% in the 4th quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after purchasing an additional 78 shares in the last quarter. Westmount Partners LLC boosted its stake in iShares Core S&P Small-Cap ETF by 0.3% in the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after purchasing an additional 79 shares during the period. Finally, Kapstone Financial Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF by 4.3% in the 4th quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock worth $229,000 after purchasing an additional 79 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $143.21 on Friday. iShares Core S&P Small-Cap ETF has a 1 year low of $105.15 and a 1 year high of $145.06. The company has a 50 day simple moving average of $136.99 and a two-hundred day simple moving average of $129.73. The firm has a market cap of $106.93 billion, a P/E ratio of 16.52 and a beta of 1.02.

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. 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.