Valley Forge Investment Consultants Inc. ADV Boosts Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Valley Forge Investment Consultants Inc. ADV grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.8% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 158,981 shares of the exchange traded fund’s stock after acquiring an additional 4,308 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 6.4% of Valley Forge Investment Consultants Inc. ADV’s portfolio, making the stock its 5th biggest holding. Valley Forge Investment Consultants Inc. ADV’s holdings in iShares Core S&P Small-Cap ETF were worth $16,957,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Vantage Financial Partners LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 6.0% during the 4th quarter. Vantage Financial Partners LLC now owns 191,689 shares of the exchange traded fund’s stock worth $20,750,000 after acquiring an additional 10,771 shares during the period. Gilbert & Cook Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 12.4% in the 4th quarter. Gilbert & Cook Inc. now owns 13,476 shares of the exchange traded fund’s stock valued at $1,459,000 after purchasing an additional 1,491 shares in the last quarter. Concentrum Wealth Management increased its stake in shares of iShares Core S&P Small-Cap ETF by 130.4% in the 4th quarter. Concentrum Wealth Management now owns 9,066 shares of the exchange traded fund’s stock valued at $981,000 after purchasing an additional 5,131 shares during the last quarter. Aveo Capital Partners LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 11.2% during the 4th quarter. Aveo Capital Partners LLC now owns 18,821 shares of the exchange traded fund’s stock worth $2,037,000 after buying an additional 1,902 shares in the last quarter. Finally, Gryphon Financial Partners LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 24.7% during the 4th quarter. Gryphon Financial Partners LLC now owns 22,486 shares of the exchange traded fund’s stock worth $2,439,000 after buying an additional 4,456 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Up 2.6 %

NYSEARCA:IJR opened at $114.35 on Monday. The firm has a market capitalization of $82.96 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 $87.32 and a twelve month high of $120.74. The stock’s 50-day simple moving average is $112.87 and its 200 day simple moving average is $109.14.

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.