Plan Group Financial LLC Reduces Holdings in iShares Core S&P Small-Cap ETF $IJR

Plan Group Financial LLC cut its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 18.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 70,409 shares of the exchange traded fund’s stock after selling 15,909 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 2.2% of Plan Group Financial LLC’s holdings, making the stock its 6th biggest holding. Plan Group Financial LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $8,367,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of IJR. Obermeyer Wealth Partners lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% in the 3rd quarter. Obermeyer Wealth Partners now owns 17,999 shares of the exchange traded fund’s stock worth $2,139,000 after buying an additional 83 shares during the period. Spirepoint Private Client LLC lifted its stake in iShares Core S&P Small-Cap ETF by 0.8% in the third quarter. Spirepoint Private Client LLC now owns 11,365 shares of the exchange traded fund’s stock worth $1,351,000 after acquiring an additional 85 shares during the period. Investment Partners Asset Management Inc. lifted its stake in iShares Core S&P Small-Cap ETF by 2.7% in the second quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock worth $380,000 after acquiring an additional 93 shares during the period. Evanson Asset Management LLC grew its holdings in iShares Core S&P Small-Cap ETF by 0.5% during the 3rd quarter. Evanson Asset Management LLC now owns 20,280 shares of the exchange traded fund’s stock worth $2,410,000 after acquiring an additional 94 shares in the last quarter. Finally, PCG Asset Management LLC increased its position in iShares Core S&P Small-Cap ETF by 1.1% during the 2nd quarter. PCG Asset Management LLC now owns 8,975 shares of the exchange traded fund’s stock valued at $981,000 after purchasing an additional 95 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR opened at $126.52 on Wednesday. The company has a market cap of $92.56 billion, a PE ratio of 16.52 and a beta of 1.08. The firm’s 50 day moving average price is $120.95 and its 200-day moving average price is $117.72. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $127.29.

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.