Valley Forge Investment Consultants Inc. ADV Has $20.60 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Valley Forge Investment Consultants Inc. ADV raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 173,394 shares of the exchange traded fund’s stock after buying an additional 7,114 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 6.0% of Valley Forge Investment Consultants Inc. ADV’s investment portfolio, making the stock its 5th largest holding. Valley Forge Investment Consultants Inc. ADV’s holdings in iShares Core S&P Small-Cap ETF were worth $20,604,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Guyasuta Investment Advisors Inc. grew its holdings in iShares Core S&P Small-Cap ETF by 4.5% during the second quarter. Guyasuta Investment Advisors Inc. now owns 4,209 shares of the exchange traded fund’s stock valued at $460,000 after purchasing an additional 180 shares during the period. City Holding Co. raised its stake in shares of iShares Core S&P Small-Cap ETF by 2.8% in the second quarter. City Holding Co. now owns 49,403 shares of the exchange traded fund’s stock valued at $5,399,000 after buying an additional 1,324 shares during the period. Sequoia Financial Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 8.3% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 1,028,123 shares of the exchange traded fund’s stock valued at $112,364,000 after buying an additional 78,649 shares during the last quarter. Olistico Wealth LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 13.6% during the 2nd quarter. Olistico Wealth LLC now owns 27,452 shares of the exchange traded fund’s stock valued at $3,000,000 after buying an additional 3,278 shares during the last quarter. Finally, Wealthcare Advisory Partners LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 19.6% during the 2nd quarter. Wealthcare Advisory Partners LLC now owns 240,184 shares of the exchange traded fund’s stock worth $26,250,000 after acquiring an additional 39,373 shares during the period. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $123.13 on Friday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $125.84. The business has a 50-day moving average of $119.91 and a 200 day moving average of $116.31. The firm has a market cap of $88.89 billion, a P/E ratio of 16.52 and a beta of 1.08.

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.