Total Wealth Planning LLC Lowers Position in iShares Core S&P Small-Cap ETF $IJR

Total Wealth Planning LLC cut its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,274 shares of the exchange traded fund’s stock after selling 144 shares during the quarter. Total Wealth Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $686,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Blue Barn Wealth LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 1.6% during the first quarter. Blue Barn Wealth LLC now owns 6,118 shares of the exchange traded fund’s stock worth $640,000 after buying an additional 97 shares during the period. LMG Wealth Partners LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 3.7% during the 1st quarter. LMG Wealth Partners LLC now owns 2,733 shares of the exchange traded fund’s stock worth $286,000 after purchasing an additional 98 shares during the last quarter. Resurgent Financial Advisors LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 0.8% during the 1st quarter. Resurgent Financial Advisors LLC now owns 12,530 shares of the exchange traded fund’s stock worth $1,310,000 after purchasing an additional 98 shares during the last quarter. Lauer Wealth LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 1.3% during the 1st quarter. Lauer Wealth LLC now owns 7,768 shares of the exchange traded fund’s stock worth $783,000 after purchasing an additional 100 shares during the last quarter. Finally, GDS Wealth Management lifted its stake in shares of iShares Core S&P Small-Cap ETF by 2.8% during the 1st quarter. GDS Wealth Management now owns 3,649 shares of the exchange traded fund’s stock worth $382,000 after purchasing an additional 101 shares during the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $118.34 on Thursday. The firm has a market cap of $86.00 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. The firm has a 50-day simple moving average of $115.41 and a two-hundred day simple moving average of $108.35. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $128.61.

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.