Compound Planning Inc. Purchases 5,234 Shares of iShares Core S&P Small-Cap ETF $IJR

Compound Planning Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 91,049 shares of the exchange traded fund’s stock after acquiring an additional 5,234 shares during the period. Compound Planning Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $11,318,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in the business. Nvwm LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth $25,000. Bank & Trust Co bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $30,000. Networth Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $40,000. Richardson Financial Services Inc. acquired a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $42,000. Finally, DecisionPoint Financial LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 61.7% during the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock valued at $42,000 after purchasing an additional 132 shares during the period. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock opened at $144.88 on Friday. The company’s 50-day moving average is $142.32 and its 200-day moving average is $133.86. The stock has a market capitalization of $108.98 billion, a PE ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 1 year low of $107.08 and a 1 year high of $149.35.

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. 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.