Lakeshore Financial Planning Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,243 shares of the exchange traded fund’s stock after buying an additional 985 shares during the period. iShares Core S&P Small-Cap ETF comprises 1.9% of Lakeshore Financial Planning Inc.’s portfolio, making the stock its 12th largest holding. Lakeshore Financial Planning Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $4,522,000 at the end of the most recent quarter.
Other hedge funds have also recently bought and sold shares of the company. Financial Life Planners bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth $25,000. Curio Wealth LLC bought a new position in iShares Core S&P Small-Cap ETF during the 4th quarter worth about $31,000. Bradley & Co. Private Wealth Management LLC bought a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth about $33,000. Brooklyn Investment Group bought a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth about $46,000. Finally, Bellevue Asset Management LLC bought a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at about $46,000.
iShares Core S&P Small-Cap ETF Price Performance
Shares of IJR opened at $106.05 on Friday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.85 and a fifty-two week high of $128.61. The firm has a market capitalization of $79.58 billion, a PE ratio of 15.91 and a beta of 1.16. The company’s 50-day moving average is $113.70 and its 200-day moving average is $116.55.
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.
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