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

SilverOak Wealth Management LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 418,893 shares of the exchange traded fund’s stock after acquiring 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 owned 0.06% of iShares Core S&P Small-Cap ETF worth $52,073,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Nvwm LLC acquired a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $25,000. Bank & Trust Co acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at about $30,000. Networth Advisors LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth about $40,000. DecisionPoint Financial LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF by 61.7% during the 4th quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock worth $42,000 after purchasing an additional 132 shares during the period. Finally, Richardson Financial Services Inc. acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $42,000. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

IJR opened at $145.39 on Wednesday. The company has a market cap of $109.28 billion, a PE 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. The firm has a 50 day moving average price of $140.22 and a 200 day moving average price of $131.88.

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.