XY Planning Network Inc. Trims Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

XY Planning Network Inc. trimmed its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 52.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,066 shares of the exchange traded fund’s stock after selling 10,108 shares during the period. XY Planning Network Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $948,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Signature Resources Capital Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 105.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 249 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 128 shares in the last quarter. Redwood Park Advisors LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 4th quarter valued at about $28,000. Hoey Investments Inc. purchased a new position in iShares Core S&P Small-Cap ETF in the 1st quarter valued at about $28,000. Millstone Evans Group LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 4th quarter valued at about $30,000. Finally, Curio Wealth LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 4th quarter valued at about $31,000.

iShares Core S&P Small-Cap ETF Trading Down 0.1%

NYSEARCA:IJR opened at $106.14 on Friday. The firm has a market cap of $77.25 billion, a price-to-earnings ratio of 16.94 and a beta of 1.08. The company’s 50-day moving average is $103.74 and its two-hundred day moving average is $109.56. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61.

iShares Core S&P Small-Cap ETF 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.