Compound Planning Inc. Has $11.32 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Compound Planning Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.1% in the first quarter, Holdings Channel reports. The institutional investor owned 91,049 shares of the exchange traded fund’s stock after acquiring an additional 5,234 shares during the period. Compound Planning Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $11,318,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. boosted its stake in iShares Core S&P Small-Cap ETF by 0.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock valued at $5,115,172,000 after purchasing an additional 235,129 shares during the last quarter. Bank of America Corp DE raised its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after purchasing an additional 1,901,134 shares during the last quarter. Morgan Stanley raised its stake in shares of iShares Core S&P Small-Cap ETF by 0.5% in the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock worth $2,170,943,000 after purchasing an additional 86,538 shares during the last quarter. LPL Financial LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock worth $2,106,229,000 after purchasing an additional 992,984 shares during the last quarter. Finally, Raymond James Financial Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.7% in the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock valued at $1,693,999,000 after purchasing an additional 366,136 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Down 0.6%

Shares of NYSEARCA:IJR opened at $144.88 on Friday. The stock has a market cap of $108.98 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 12-month low of $107.08 and a 12-month high of $149.35. The business’s 50 day moving average is $142.32 and its 200 day moving average is $133.86.

iShares Core S&P Small-Cap ETF Company 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.