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

Axxcess Wealth Management LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 102.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 789,787 shares of the exchange traded fund’s stock after acquiring an additional 399,315 shares during the period. Axxcess Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $94,916,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. SoundView Advisors Inc. purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at $10,902,000. Northwest Wealth Advisors LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at $1,200,000. Vestmark Advisory Solutions Inc. grew its position in iShares Core S&P Small-Cap ETF by 104.9% during the 4th quarter. Vestmark Advisory Solutions Inc. now owns 242,969 shares of the exchange traded fund’s stock worth $29,200,000 after purchasing an additional 124,388 shares during the last quarter. Midwest Financial Partners Investments Inc. purchased a new position in iShares Core S&P Small-Cap ETF during the 4th quarter worth $397,000. Finally, Kingdom Financial Group LLC. purchased a new position in iShares Core S&P Small-Cap ETF during the 4th quarter worth $47,000. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $136.27 on Friday. iShares Core S&P Small-Cap ETF has a 1 year low of $102.57 and a 1 year high of $139.49. The company has a market capitalization of $101.75 billion, a P/E ratio of 16.52 and a beta of 1.03. The company’s fifty day moving average is $130.42 and its two-hundred day moving average is $126.56.

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.