Capital Planning LLC Acquires 4,697 Shares of iShares Core S&P Small-Cap ETF $IJR

Capital Planning LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 15.0% in the 1st quarter, Holdings Channel.com reports. The firm owned 36,106 shares of the exchange traded fund’s stock after acquiring an additional 4,697 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 1.5% of Capital Planning LLC’s portfolio, making the stock its 23rd largest position. Capital Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,488,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. Livet Wealth LLC increased its position in iShares Core S&P Small-Cap ETF by 1.2% in the 1st quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock worth $778,000 after buying an additional 75 shares during the period. Pasadena Private Wealth LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 0.7% in the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock valued at $1,267,000 after acquiring an additional 76 shares during the period. Flavin Financial Services Inc. grew its stake in shares of iShares Core S&P Small-Cap ETF by 0.4% in the fourth quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock worth $2,239,000 after acquiring an additional 78 shares during the last quarter. First Trust Advisors LP grew its stake in shares of iShares Core S&P Small-Cap ETF by 1.7% in the fourth quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after acquiring an additional 78 shares during the last quarter. Finally, Westmount Partners LLC increased its position in iShares Core S&P Small-Cap ETF by 0.3% during the fourth quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after acquiring 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

NYSEARCA:IJR opened at $143.69 on Thursday. The stock has a market cap of $108.00 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a one year low of $107.08 and a one year high of $149.35. The company has a fifty day moving average price of $140.37 and a 200 day moving average price of $132.03.

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.