Sterling Financial Planning Inc. Has $1.29 Million Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Sterling Financial Planning Inc. decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,188 shares of the exchange traded fund’s stock after selling 512 shares during the quarter. Sterling Financial Planning Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $1,289,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Parthenon LLC grew its position in iShares Core S&P Small-Cap ETF by 0.8% in the 4th quarter. Parthenon LLC now owns 51,527 shares of the exchange traded fund’s stock valued at $5,937,000 after purchasing an additional 430 shares during the period. Private Advisor Group LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 80.5% in the fourth quarter. Private Advisor Group LLC now owns 1,053,697 shares of the exchange traded fund’s stock valued at $121,407,000 after buying an additional 469,848 shares in the last quarter. Financial Perspectives Inc grew its holdings in shares of iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. Financial Perspectives Inc now owns 4,602 shares of the exchange traded fund’s stock valued at $530,000 after buying an additional 262 shares during the last quarter. Alberta Investment Management Corp increased its position in shares of iShares Core S&P Small-Cap ETF by 59.2% during the fourth quarter. Alberta Investment Management Corp now owns 793,981 shares of the exchange traded fund’s stock worth $91,482,000 after acquiring an additional 295,137 shares in the last quarter. Finally, TKG Advisors LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 52.2% in the 4th quarter. TKG Advisors LLC now owns 56,306 shares of the exchange traded fund’s stock worth $6,704,000 after acquiring an additional 19,307 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $117.37 on Thursday. The business has a 50-day simple moving average of $117.35 and a two-hundred day simple moving average of $117.19. The company has a market capitalization of $85.15 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 52-week low of $101.85 and a 52-week 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.