Lakeshore Financial Planning Inc. Grows Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Lakeshore Financial Planning Inc. boosted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 19.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 38,258 shares of the exchange traded fund’s stock after acquiring an additional 6,224 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 2.0% of Lakeshore Financial Planning Inc.’s portfolio, making the stock its 12th biggest holding. Lakeshore Financial Planning Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $4,475,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of IJR. Riggs Asset Managment Co. Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 50.6% in the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after buying an additional 91 shares during the period. DHJJ Financial Advisors Ltd. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 407.5% in the second quarter. DHJJ Financial Advisors Ltd. now owns 340 shares of the exchange traded fund’s stock worth $36,000 after acquiring an additional 273 shares during the period. HWG Holdings LP purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the second quarter worth about $41,000. Financial Connections Group Inc. bought a new stake in iShares Core S&P Small-Cap ETF during the 2nd quarter valued at approximately $54,000. Finally, Abich Financial Wealth Management LLC boosted its stake in iShares Core S&P Small-Cap ETF by 285.6% in the 3rd quarter. Abich Financial Wealth Management LLC now owns 482 shares of the exchange traded fund’s stock worth $56,000 after purchasing an additional 357 shares during the period.

iShares Core S&P Small-Cap ETF Stock Down 0.7 %

Shares of IJR stock opened at $123.53 on Friday. The company’s fifty day simple moving average is $115.31 and its two-hundred day simple moving average is $111.56. iShares Core S&P Small-Cap ETF has a 52 week low of $90.29 and a 52 week high of $124.77. The stock has a market cap of $89.62 billion, a P/E ratio of 12.95 and a beta of 1.16.

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.