Oakwell Private Wealth Management LLC Acquires 14,481 Shares of iShares Core S&P Small-Cap ETF $IJR

Oakwell Private Wealth Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 235,502 shares of the exchange traded fund’s stock after buying an additional 14,481 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 5.2% of Oakwell Private Wealth Management LLC’s portfolio, making the stock its 4th biggest position. Oakwell Private Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $29,275,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of IJR. Bank of America Corp DE raised its stake in iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after acquiring an additional 1,901,134 shares during the period. Northwestern Mutual Investment Management Company LLC boosted its stake in iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after acquiring an additional 1,617,116 shares during the period. Valpey Financial Services LLC boosted its stake in iShares Core S&P Small-Cap ETF by 12,132.4% in the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after acquiring an additional 1,393,533 shares during the period. Nationwide Fund Advisors grew its holdings in shares of iShares Core S&P Small-Cap ETF by 98.8% during the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after purchasing an additional 1,045,425 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after purchasing an additional 1,024,536 shares during the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of iShares Core S&P Small-Cap ETF stock traded up $0.09 on Friday, reaching $145.56. 2,329,584 shares of the company were exchanged, compared to its average volume of 5,445,955. The company’s 50-day moving average is $140.78 and its two-hundred day moving average is $132.29. The firm has a market cap of $109.42 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year 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.