iShares Core S&P Small-Cap ETF $IJR Stake Lifted by SilverOak Wealth Management LLC

SilverOak Wealth Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 418,893 shares of the exchange traded fund’s stock after purchasing an additional 8,268 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 8.2% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. SilverOak Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $52,073,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Nvwm LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $25,000. Bank & Trust Co acquired a new position in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $30,000. Networth Advisors LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $40,000. DecisionPoint Financial LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 61.7% in the 4th quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock worth $42,000 after acquiring an additional 132 shares during the period. Finally, Evolution Wealth Management Inc. grew its position in iShares Core S&P Small-Cap ETF by 546.3% in the fourth quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock valued at $42,000 after acquiring an additional 295 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 1.0%

IJR opened at $145.39 on Wednesday. The firm has a market capitalization of $109.28 billion, a P/E ratio of 16.52 and a beta of 1.01. The firm’s 50 day moving average is $140.22 and its 200-day moving average is $131.88. iShares Core S&P Small-Cap ETF has a 52-week low of $107.08 and a 52-week high of $149.35.

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.