Compound Planning Inc. Has $9.27 Million 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 104.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 77,978 shares of the exchange traded fund’s stock after buying an additional 39,857 shares during the period. Compound Planning Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $9,266,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of IJR. Brighton Jones LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 24.3% during the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after purchasing an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC acquired a new position in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $55,011,000. AQR Capital Management LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 80.7% in the first quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock worth $1,878,000 after acquiring an additional 8,025 shares in the last quarter. Millennium Management LLC bought a new position in iShares Core S&P Small-Cap ETF in the first quarter worth approximately $5,503,000. Finally, United Bank grew its stake in iShares Core S&P Small-Cap ETF by 4.8% in the second quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock valued at $3,593,000 after acquiring an additional 1,495 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 2.0%

Shares of NYSEARCA:IJR opened at $128.99 on Tuesday. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $133.52. The stock’s 50 day moving average is $126.80 and its 200-day moving average is $121.31. The firm has a market capitalization of $94.85 billion, a price-to-earnings 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.