iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Stake Raised by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 16.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 361,485 shares of the exchange traded fund’s stock after buying an additional 50,165 shares during the period. iShares Core S&P Small-Cap ETF makes up about 1.0% of Axxcess Wealth Management LLC’s investment portfolio, making the stock its 20th largest holding. Axxcess Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $42,279,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. WealthPLAN Partners LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 7.6% in the first quarter. WealthPLAN Partners LLC now owns 4,210 shares of the exchange traded fund’s stock worth $465,000 after purchasing an additional 296 shares in the last quarter. Pineridge Advisors LLC grew its position in iShares Core S&P Small-Cap ETF by 58.2% in the 2nd quarter. Pineridge Advisors LLC now owns 973 shares of the exchange traded fund’s stock valued at $104,000 after buying an additional 358 shares in the last quarter. Fidelis Capital Partners LLC increased its stake in iShares Core S&P Small-Cap ETF by 29.5% during the 2nd quarter. Fidelis Capital Partners LLC now owns 39,984 shares of the exchange traded fund’s stock valued at $4,313,000 after buying an additional 9,098 shares during the period. Acadian Asset Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 140.0% during the 1st quarter. Acadian Asset Management LLC now owns 11,395 shares of the exchange traded fund’s stock worth $1,259,000 after buying an additional 6,648 shares in the last quarter. Finally, Sendero Wealth Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 29.1% in the 3rd quarter. Sendero Wealth Management LLC now owns 5,734 shares of the exchange traded fund’s stock worth $671,000 after acquiring an additional 1,291 shares during the period.

iShares Core S&P Small-Cap ETF Price Performance

iShares Core S&P Small-Cap ETF stock opened at $124.25 on Friday. iShares Core S&P Small-Cap ETF has a 12-month low of $90.29 and a 12-month high of $124.77. The stock has a market capitalization of $90.14 billion, a PE ratio of 12.95 and a beta of 1.16. The firm has a 50 day simple moving average of $115.62 and a 200-day simple moving average of $111.78.

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.