iShares Core S&P Small-Cap ETF $IJR Position Trimmed by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 457,070 shares of the exchange traded fund’s stock after selling 13,732 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 1.8% of Axxcess Wealth Management LLC’s holdings, making the stock its 13th biggest position. Axxcess Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $56,818,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of IJR. Crewe Advisors LLC grew its position in iShares Core S&P Small-Cap ETF by 4.2% during the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock worth $17,774,000 after purchasing an additional 5,956 shares in the last quarter. Resonant Capital Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.2% in the fourth quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after purchasing an additional 5,942 shares in the last quarter. Fortitude Family Office LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 10.1% in the fourth quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after purchasing an additional 4,209 shares in the last quarter. Capital Asset Advisory Services LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 7.7% in the fourth quarter. Capital Asset Advisory Services LLC now owns 411,166 shares of the exchange traded fund’s stock worth $51,281,000 after buying an additional 29,257 shares during the period. Finally, Acorns Advisers LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 3.7% in the third quarter. Acorns Advisers LLC now owns 3,470,507 shares of the exchange traded fund’s stock worth $412,400,000 after buying an additional 122,669 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 Down 1.0%

Shares of IJR stock opened at $145.39 on Wednesday. The company has a market capitalization of $109.28 billion, a price-to-earnings 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 stock’s fifty day simple moving average is $140.22 and its 200-day simple moving average is $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.