Retirement Planning Group LLC Boosts Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

by · The Markets Daily

Retirement Planning Group LLC lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 408.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,102 shares of the exchange traded fund’s stock after acquiring an additional 39,450 shares during the period. Retirement Planning Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,743,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the stock. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Core S&P Small-Cap ETF by 3.4% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock valued at $3,723,730,000 after purchasing an additional 1,149,045 shares during the period. Envestnet Asset Management Inc. grew its position in iShares Core S&P Small-Cap ETF by 98.5% during the second quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock worth $1,825,266,000 after buying an additional 8,492,105 shares in the last quarter. LPL Financial LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2.5% in the 2nd quarter. LPL Financial LLC now owns 13,317,367 shares of the exchange traded fund’s stock valued at $1,420,430,000 after acquiring an additional 324,829 shares in the last quarter. Raymond James & Associates raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2.3% in the 2nd quarter. Raymond James & Associates now owns 9,771,036 shares of the exchange traded fund’s stock valued at $1,042,179,000 after acquiring an additional 222,707 shares in the last quarter. Finally, First Command Advisory Services Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 1.0% during the second quarter. First Command Advisory Services Inc. now owns 8,681,654 shares of the exchange traded fund’s stock worth $926,212,000 after purchasing an additional 84,327 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $116.20 on Friday. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $120.74. The company has a market capitalization of $84.30 billion, a P/E ratio of 12.95 and a beta of 1.16. The firm’s 50 day simple moving average is $113.70 and its 200 day simple moving average is $110.31.

iShares Core S&P Small-Cap ETF Company Profile

(Free Report)

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.

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