Next Level Wealth Planning LLC Grows Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Next Level Wealth Planning LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 94,659 shares of the exchange traded fund’s stock after buying an additional 5,997 shares during the period. iShares Core S&P Small-Cap ETF makes up about 6.4% of Next Level Wealth Planning LLC’s holdings, making the stock its 6th largest holding. Next Level Wealth Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,248,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Samalin Investment Counsel LLC raised its stake in iShares Core S&P Small-Cap ETF by 7.0% in the third quarter. Samalin Investment Counsel LLC now owns 18,556 shares of the exchange traded fund’s stock valued at $2,205,000 after purchasing an additional 1,214 shares in the last quarter. Waldron Private Wealth LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 29.1% in the 3rd quarter. Waldron Private Wealth LLC now owns 44,443 shares of the exchange traded fund’s stock worth $5,281,000 after buying an additional 10,030 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 3rd quarter valued at $98,000. First Interstate Bank lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.7% during the 3rd quarter. First Interstate Bank now owns 669,222 shares of the exchange traded fund’s stock worth $79,524,000 after acquiring an additional 4,524 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management grew its position in iShares Core S&P Small-Cap ETF by 7.3% in the third quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 58,360 shares of the exchange traded fund’s stock worth $6,935,000 after acquiring an additional 3,968 shares in the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Down 1.4%

IJR opened at $126.82 on Wednesday. The business’s fifty day simple moving average is $121.92 and its 200 day simple moving average is $118.30. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $129.48. The stock has a market cap of $92.83 billion, a PE ratio of 16.52 and a beta of 1.08.

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. 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.