Valley Forge Investment Consultants Inc. ADV Grows Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Valley Forge Investment Consultants Inc. ADV increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 165,270 shares of the exchange traded fund’s stock after buying an additional 4,724 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 6.5% of Valley Forge Investment Consultants Inc. ADV’s investment portfolio, making the stock its 5th largest position. Valley Forge Investment Consultants Inc. ADV’s holdings in iShares Core S&P Small-Cap ETF were worth $19,042,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. Financial Life Planners purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth $25,000. Millstone Evans Group LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 4th quarter worth about $30,000. Curio Wealth LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $31,000. Bradley & Co. Private Wealth Management LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth $33,000. Finally, Murphy & Mullick Capital Management Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $40,000.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA IJR opened at $104.01 on Friday. The business has a fifty day moving average price of $112.58 and a 200 day moving average price of $116.29. The stock has a market capitalization of $78.05 billion, a P/E ratio of 15.91 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.

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.