Ridgeline Wealth Planning LLC Makes New Investment in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Ridgeline Wealth Planning LLC purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,598 shares of the exchange traded fund’s stock, valued at approximately $645,000. iShares Core S&P Small-Cap ETF accounts for 0.6% of Ridgeline Wealth Planning LLC’s investment portfolio, making the stock its 18th biggest position.

Several other hedge funds and other institutional investors have also made changes to their positions in IJR. Financial Life Planners acquired a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $25,000. Riggs Asset Managment Co. Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 50.6% in the 3rd quarter. Riggs Asset Managment Co. Inc. now owns 271 shares of the exchange traded fund’s stock valued at $32,000 after acquiring an additional 91 shares during the last quarter. Brooklyn Investment Group acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $46,000. Endeavor Private Wealth Inc. bought a new position in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $47,000. Finally, SJS Investment Consulting Inc. grew its holdings in iShares Core S&P Small-Cap ETF by 784.3% during the fourth quarter. SJS Investment Consulting Inc. now owns 451 shares of the exchange traded fund’s stock valued at $52,000 after purchasing an additional 400 shares during the period.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $117.07 on Wednesday. The firm’s fifty day moving average is $118.45 and its two-hundred day moving average is $117.16. The firm has a market cap of $84.93 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a twelve month low of $101.85 and a twelve month 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.