Cypress Financial Planning LLC Grows Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Cypress Financial Planning LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.4% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 14,509 shares of the exchange traded fund’s stock after purchasing an additional 877 shares during the period. iShares Core S&P Small-Cap ETF comprises approximately 0.6% of Cypress Financial Planning LLC’s holdings, making the stock its 20th biggest position. Cypress Financial Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $1,672,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in IJR. Riggs Asset Managment Co. Inc. boosted its stake in shares of iShares Core S&P Small-Cap ETF by 50.6% during the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock worth $32,000 after acquiring an additional 91 shares during the last quarter. HWG Holdings LP bought a new position in iShares Core S&P Small-Cap ETF in the 2nd quarter worth $41,000. Abich Financial Wealth Management LLC raised its holdings in iShares Core S&P Small-Cap ETF by 285.6% in the 3rd quarter. Abich Financial Wealth Management LLC now owns 482 shares of the exchange traded fund’s stock worth $56,000 after purchasing an additional 357 shares during the period. Fairscale Capital LLC purchased a new position in iShares Core S&P Small-Cap ETF during the second quarter valued at $58,000. Finally, Davis Capital Management grew its holdings in iShares Core S&P Small-Cap ETF by 20.1% during the third quarter. Davis Capital Management now owns 597 shares of the exchange traded fund’s stock valued at $70,000 after purchasing an additional 100 shares during the period.

iShares Core S&P Small-Cap ETF Stock Up 0.4 %

NYSEARCA IJR opened at $113.54 on Tuesday. iShares Core S&P Small-Cap ETF has a 52 week low of $101.50 and a 52 week high of $128.61. The company has a market capitalization of $82.37 billion, a P/E ratio of 12.95 and a beta of 1.16. The stock’s 50-day moving average price is $120.68 and its 200-day moving average price is $116.09.

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.