Arnold Financial Planning LLC Purchases Shares of 5,313 iShares Core S&P Small-Cap ETF $IJR

Arnold Financial Planning LLC acquired a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 5,313 shares of the exchange traded fund’s stock, valued at approximately $638,000. iShares Core S&P Small-Cap ETF accounts for approximately 0.7% of Arnold Financial Planning LLC’s portfolio, making the stock its 17th biggest position.

Several other institutional investors also recently modified their holdings of IJR. Crewe Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 4.2% in the fourth quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after acquiring an additional 5,956 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in iShares Core S&P Small-Cap ETF by 10.0% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock worth $13,302,000 after purchasing an additional 10,185 shares during the period. Alaska Permanent Capital Management LLC lifted its stake in iShares Core S&P Small-Cap ETF by 11.4% during the third quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after purchasing an additional 55,761 shares during the period. Latko Wealth Management Ltd. boosted its holdings in iShares Core S&P Small-Cap ETF by 8.5% during the third quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock valued at $6,979,000 after purchasing an additional 4,608 shares in the last quarter. Finally, Fortitude Family Office LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 10.1% during the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after purchasing an additional 4,209 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $135.39 on Monday. iShares Core S&P Small-Cap ETF has a 1-year low of $93.37 and a 1-year high of $136.53. The business’s 50 day moving average is $127.64 and its 200-day moving average is $123.88. The firm has a market cap of $100.65 billion, a P/E ratio of 16.52 and a beta of 1.02.

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. 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.