Somnio Financial Group LLC Has $8.97 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Somnio Financial Group LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 77,868 shares of the exchange traded fund’s stock after buying an additional 2,713 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 7.2% of Somnio Financial Group LLC’s investment portfolio, making the stock its 6th largest holding. Somnio Financial Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $8,972,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. JPMorgan Chase & Co. lifted its holdings in iShares Core S&P Small-Cap ETF by 21.9% during the third quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock valued at $426,794,000 after purchasing an additional 655,679 shares in the last quarter. Independent Solutions Wealth Management LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 12.1% in the 3rd quarter. Independent Solutions Wealth Management LLC now owns 52,820 shares of the exchange traded fund’s stock worth $6,178,000 after buying an additional 5,685 shares during the period. Syntax Research Inc. increased its stake in iShares Core S&P Small-Cap ETF by 134.1% in the 3rd quarter. Syntax Research Inc. now owns 25,602 shares of the exchange traded fund’s stock worth $2,994,000 after buying an additional 14,666 shares in the last quarter. Hiley Hunt Wealth Management raised its holdings in iShares Core S&P Small-Cap ETF by 0.6% during the third quarter. Hiley Hunt Wealth Management now owns 62,393 shares of the exchange traded fund’s stock valued at $7,297,000 after acquiring an additional 392 shares during the period. Finally, B. Riley Wealth Advisors Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 11.5% in the third quarter. B. Riley Wealth Advisors Inc. now owns 59,403 shares of the exchange traded fund’s stock valued at $6,860,000 after acquiring an additional 6,114 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA:IJR traded down $0.53 during trading on Thursday, hitting $114.69. 2,870,370 shares of the company’s stock were exchanged, compared to its average volume of 3,770,399. The business’s 50-day simple moving average is $120.68 and its 200 day simple moving average is $115.49. The company has a market cap of $83.21 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 52-week low of $101.50 and a 52-week high of $128.61.

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.