Peak Planning Group LLC Invests $1.05 Million in iShares Core S&P Small-Cap ETF $IJR

Peak Planning Group LLC bought a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 8,755 shares of the exchange traded fund’s stock, valued at approximately $1,052,000.

Several other institutional investors and hedge funds also recently modified their holdings of IJR. JPMorgan Chase & Co. boosted its position in shares of iShares Core S&P Small-Cap ETF by 60.1% in the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock worth $610,556,000 after buying an additional 1,928,405 shares during the period. Northwestern Mutual Investment Management Company LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after buying an additional 1,617,116 shares during the period. Valpey Financial Services LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 12,132.4% in the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock worth $168,855,000 after buying an additional 1,393,533 shares during the period. Nationwide Fund Advisors boosted its position in shares of iShares Core S&P Small-Cap ETF by 98.8% in the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock worth $252,842,000 after buying an additional 1,045,425 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares Core S&P Small-Cap ETF by 2.5% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock worth $5,029,772,000 after buying an additional 1,024,536 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA IJR opened at $143.67 on Friday. iShares Core S&P Small-Cap ETF has a 1-year low of $105.15 and a 1-year high of $144.68. The business has a 50-day moving average of $135.66 and a 200-day moving average of $129.03. The company has a market capitalization of $107.27 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02.

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.