Convergence Financial LLC Has $4.57 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Convergence Financial LLC increased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 29.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 39,639 shares of the exchange traded fund’s stock after acquiring an additional 9,005 shares during the period. iShares Core S&P Small-Cap ETF comprises about 0.9% of Convergence Financial LLC’s portfolio, making the stock its 26th largest position. Convergence Financial LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,567,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in IJR. Heritage Investors Management Corp raised its position in iShares Core S&P Small-Cap ETF by 2.6% in the 4th quarter. Heritage Investors Management Corp now owns 37,214 shares of the exchange traded fund’s stock valued at $4,288,000 after buying an additional 959 shares during the last quarter. NewEdge Wealth LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 30.4% during the 4th quarter. NewEdge Wealth LLC now owns 334,720 shares of the exchange traded fund’s stock worth $38,566,000 after acquiring an additional 77,978 shares in the last quarter. Oakwell Private Wealth Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 11.6% during the 4th quarter. Oakwell Private Wealth Management LLC now owns 172,589 shares of the exchange traded fund’s stock worth $19,886,000 after acquiring an additional 17,933 shares in the last quarter. Magnolia Private Wealth LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $228,000. Finally, Ndwm LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 4.1% in the fourth quarter. Ndwm LLC now owns 22,102 shares of the exchange traded fund’s stock worth $2,547,000 after purchasing an additional 862 shares in the last quarter.

iShares Core S&P Small-Cap ETF Trading Down 0.2 %

Shares of IJR opened at $112.42 on Thursday. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61. The firm has a fifty day simple moving average of $116.57 and a 200 day simple moving average of $117.34. The stock has a market capitalization of $84.93 billion, a price-to-earnings ratio of 17.05 and a beta of 1.15.

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.