iShares Core S&P Small-Cap ETF $IJR Stock: SilverOak Wealth Management LLC Cuts Holdings

SilverOak Wealth Management LLC reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 394,848 shares of the exchange traded fund’s stock after selling 21,932 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 6.4% of SilverOak Wealth Management LLC’s portfolio, making the stock its 5th largest holding. SilverOak Wealth Management LLC owned about 0.05% of iShares Core S&P Small-Cap ETF worth $53,715,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Resources Management Corp CT ADV raised its stake in shares of iShares Core S&P Small-Cap ETF by 144.7% in the 1st quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock worth $26,000 after buying an additional 123 shares in the last quarter. BankChampaign National Association bought a new position in iShares Core S&P Small-Cap ETF during the first quarter valued at about $26,000. Kings Path Partners LLC bought a new position in iShares Core S&P Small-Cap ETF during the third quarter valued at about $29,000. Investors Research Corp bought a new position in iShares Core S&P Small-Cap ETF during the second quarter valued at about $33,000. Finally, Foresight Capital Management Advisors Inc. acquired a new position in iShares Core S&P Small-Cap ETF during the third quarter worth about $38,000. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $140.29 on Monday. The business’s 50-day moving average price is $140.25 and its 200 day moving average price is $137.06. iShares Core S&P Small-Cap ETF has a 52-week low of $112.00 and a 52-week high of $150.69. The firm has a market cap of $105.13 billion, a P/E ratio of 16.52 and a beta of 1.03.

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.