Capital Planning Advisors LLC Decreases Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Capital Planning Advisors LLC lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,849 shares of the exchange traded fund’s stock after selling 664 shares during the period. Capital Planning Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $674,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of IJR. Riggs Asset Managment Co. Inc. lifted its position in iShares Core S&P Small-Cap ETF by 50.6% during the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after acquiring an additional 91 shares in the last quarter. HWG Holdings LP acquired a new position in shares of iShares Core S&P Small-Cap ETF during the second quarter worth $41,000. Brooklyn Investment Group purchased a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at $46,000. Endeavor Private Wealth Inc. acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter valued at $47,000. Finally, Abich Financial Wealth Management LLC increased its stake in iShares Core S&P Small-Cap ETF by 285.6% during the 3rd quarter. Abich Financial Wealth Management LLC now owns 482 shares of the exchange traded fund’s stock worth $56,000 after buying an additional 357 shares during the period.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $118.92 on Thursday. The firm has a 50-day moving average of $119.90 and a two-hundred day moving average of $116.59. The stock has a market cap of $86.28 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 1-year low of $101.85 and a 1-year high of $128.61.

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.