Capital Planning LLC Has $3.28 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Capital Planning LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,506 shares of the exchange traded fund’s stock after purchasing an additional 1,941 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 0.9% of Capital Planning LLC’s portfolio, making the stock its 28th largest position. Capital Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,284,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. International Assets Investment Management LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 8,742.1% in the 3rd quarter. International Assets Investment Management LLC now owns 1,545,682 shares of the exchange traded fund’s stock valued at $180,783,000 after purchasing an additional 1,528,201 shares during the last quarter. FMR LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 5.9% during the 3rd quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock valued at $2,589,128,000 after acquiring an additional 1,230,029 shares during the period. Northwestern Mutual Wealth Management Co. lifted its position in shares of iShares Core S&P Small-Cap ETF by 3.4% during 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 acquiring an additional 1,149,045 shares during the period. Venturi Wealth Management LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 15,751.5% during the 3rd quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock valued at $96,945,000 after acquiring an additional 823,645 shares during the period. Finally, LPL Financial LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 5.2% during the 3rd quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock valued at $1,638,229,000 after acquiring an additional 689,382 shares during the period.

iShares Core S&P Small-Cap ETF Stock Up 0.3 %

iShares Core S&P Small-Cap ETF stock opened at $117.37 on Friday. The firm’s fifty day moving average is $120.48 and its 200 day moving average is $116.15. iShares Core S&P Small-Cap ETF has a 12-month low of $101.50 and a 12-month high of $128.61. The company has a market capitalization of $85.15 billion, a PE ratio of 12.95 and a beta of 1.16.

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.