SilverOak Wealth Management LLC Grows Holdings in iShares Core S&P Small-Cap ETF $IJR

SilverOak Wealth Management LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 395,955 shares of the exchange traded fund’s stock after purchasing an additional 21,019 shares during the period. iShares Core S&P Small-Cap ETF makes up about 7.9% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. SilverOak Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $47,051,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. RMG Wealth Management LLC bought a new position in iShares Core S&P Small-Cap ETF during the second quarter worth about $27,000. Bulwark Capital Corp bought a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter worth about $30,000. Curio Wealth LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 26,900.0% during the second quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock worth $30,000 after purchasing an additional 269 shares during the period. Marshall & Sullivan Inc. WA acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter valued at approximately $38,000. Finally, Quaker Wealth Management LLC increased its stake in iShares Core S&P Small-Cap ETF by 200.4% during the 2nd quarter. Quaker Wealth Management LLC now owns 452 shares of the exchange traded fund’s stock worth $49,000 after purchasing an additional 902 shares in the last quarter. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $126.42 on Friday. The firm has a market cap of $92.49 billion, a P/E ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $126.58. The firm’s 50 day moving average price is $120.59 and its two-hundred day moving average price is $117.35.

iShares Core S&P Small-Cap ETF Company 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. 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.