SilverOak Wealth Management LLC Has $47.05 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

SilverOak Wealth Management LLC grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 395,955 shares of the exchange traded fund’s stock after buying an additional 21,019 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 7.9% of SilverOak Wealth Management LLC’s portfolio, making the stock its 5th largest position. SilverOak Wealth Management LLC owned 0.05% of iShares Core S&P Small-Cap ETF worth $47,051,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Kingstone Capital Partners Texas LLC acquired a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter worth $2,049,784,000. Laurel Wealth Advisors LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 11,144.8% during the second quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock valued at $1,500,400,000 after acquiring an additional 13,606,522 shares during the period. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Core S&P Small-Cap ETF by 5.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock valued at $4,513,996,000 after acquiring an additional 2,252,323 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in iShares Core S&P Small-Cap ETF by 1,175.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,912,735 shares of the exchange traded fund’s stock worth $200,015,000 after purchasing an additional 1,762,735 shares during the last quarter. Finally, Cerity Partners LLC lifted its position in iShares Core S&P Small-Cap ETF by 50.8% during the 2nd quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock valued at $410,377,000 after purchasing an additional 1,265,540 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.8%

Shares of NYSEARCA IJR opened at $126.42 on Friday. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $126.58. The firm’s 50-day moving average is $120.59 and its 200-day moving average is $117.35. The firm has a market capitalization of $92.49 billion, a PE ratio of 16.52 and a beta of 1.08.

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.