Phillips Wealth Planners LLC Acquires 5,078 Shares of iShares Core S&P Small-Cap ETF $IJR

Phillips Wealth Planners LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 231.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,273 shares of the exchange traded fund’s stock after acquiring an additional 5,078 shares during the quarter. Phillips Wealth Planners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $946,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC grew its stake in iShares Core S&P Small-Cap ETF by 24.3% in the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after purchasing an additional 5,853 shares during the period. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $55,011,000. AQR Capital Management LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 80.7% during the 1st quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after purchasing an additional 8,025 shares during the last quarter. Millennium Management LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 1st quarter valued at $5,503,000. Finally, United Bank grew its position in iShares Core S&P Small-Cap ETF by 4.8% during the second quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock valued at $3,593,000 after buying an additional 1,495 shares during the period. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $139.69 on Wednesday. The firm has a market cap of $104.30 billion, a P/E ratio of 16.52 and a beta of 1.03. The firm has a 50-day moving average of $132.63 and a 200 day moving average of $127.57. iShares Core S&P Small-Cap ETF has a fifty-two week low of $104.66 and a fifty-two week high of $140.53.

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. 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.