Vertex Planning Partners LLC Grows Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Vertex Planning Partners LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,569 shares of the exchange traded fund’s stock after acquiring an additional 105 shares during the quarter. Vertex Planning Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $872,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Riverchase Wealth Management LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth $1,149,000. Orion Portfolio Solutions LLC raised its stake in iShares Core S&P Small-Cap ETF by 2.9% in the fourth quarter. Orion Portfolio Solutions LLC now owns 132,780 shares of the exchange traded fund’s stock valued at $15,299,000 after buying an additional 3,734 shares in the last quarter. Tepp RIA LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth about $254,000. Blair William & Co. IL lifted its holdings in iShares Core S&P Small-Cap ETF by 7.5% during the 4th quarter. Blair William & Co. IL now owns 324,269 shares of the exchange traded fund’s stock worth $37,362,000 after buying an additional 22,629 shares during the last quarter. Finally, Loomis Sayles & Co. L P boosted its position in shares of iShares Core S&P Small-Cap ETF by 4.7% during the 4th quarter. Loomis Sayles & Co. L P now owns 27,725 shares of the exchange traded fund’s stock worth $3,194,000 after acquiring an additional 1,243 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $106.31 on Friday. The business’s 50-day simple moving average is $112.86 and its 200-day simple moving average is $116.33. The company has a market cap of $79.78 billion, a P/E ratio of 15.91 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a one year low of $101.85 and a one 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.