Next Level Wealth Planning LLC Has $9.69 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Next Level Wealth Planning LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 88,662 shares of the exchange traded fund’s stock after buying an additional 10,287 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 6.2% of Next Level Wealth Planning LLC’s investment portfolio, making the stock its 7th biggest holding. Next Level Wealth Planning LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $9,690,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IJR. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.4% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 39,050,599 shares of the exchange traded fund’s stock valued at $4,083,521,000 after buying an additional 923,688 shares during the period. Kingstone Capital Partners Texas LLC acquired a new stake in iShares Core S&P Small-Cap ETF in the second quarter valued at $2,049,784,000. LPL Financial LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 1.6% during the 1st quarter. LPL Financial LLC now owns 15,897,788 shares of the exchange traded fund’s stock worth $1,662,432,000 after acquiring an additional 251,169 shares during the last quarter. Northern Trust Corp raised its position in shares of iShares Core S&P Small-Cap ETF by 3.1% in the first quarter. Northern Trust Corp now owns 9,633,447 shares of the exchange traded fund’s stock valued at $1,007,370,000 after purchasing an additional 288,514 shares during the period. Finally, Goldman Sachs Group Inc. raised its holdings in iShares Core S&P Small-Cap ETF by 3.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 9,253,027 shares of the exchange traded fund’s stock valued at $967,589,000 after acquiring an additional 347,117 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $120.08 on Monday. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $128.61. The company’s 50-day simple moving average is $116.28 and its 200 day simple moving average is $109.07. The company has a market capitalization of $86.79 billion, a PE ratio of 16.52 and a beta of 1.15.

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.