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

Lakeshore Financial Planning Inc. raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 39,243 shares of the exchange traded fund’s stock after purchasing an additional 985 shares during the period. iShares Core S&P Small-Cap ETF accounts for 1.9% of Lakeshore Financial Planning Inc.’s portfolio, making the stock its 12th largest position. Lakeshore Financial Planning Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $4,522,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in IJR. Oxford Financial Group LTD. LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 4.8% during the fourth quarter. Oxford Financial Group LTD. LLC now owns 11,073 shares of the exchange traded fund’s stock valued at $1,276,000 after acquiring an additional 503 shares in the last quarter. Lee Danner & Bass Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 7.0% during the 4th quarter. Lee Danner & Bass Inc. now owns 36,280 shares of the exchange traded fund’s stock worth $4,180,000 after buying an additional 2,388 shares during the period. Vickerman Investment Advisors Inc. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 1.4% in the fourth quarter. Vickerman Investment Advisors Inc. now owns 28,100 shares of the exchange traded fund’s stock worth $3,238,000 after acquiring an additional 384 shares during the last quarter. Loudon Investment Management LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 5.9% in the fourth quarter. Loudon Investment Management LLC now owns 4,885 shares of the exchange traded fund’s stock valued at $563,000 after purchasing an additional 270 shares during the last quarter. Finally, Kiker Wealth Management LLC acquired a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $79,000.

iShares Core S&P Small-Cap ETF Trading Down 0.5 %

Shares of iShares Core S&P Small-Cap ETF stock opened at $106.05 on Friday. The company has a fifty day simple moving average of $113.70 and a 200-day simple moving average of $116.55. The stock has a market cap of $79.58 billion, a price-to-earnings ratio of 15.91 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 12-month low of $101.85 and a 12-month 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.