Axxcess Wealth Management LLC Decreases Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Axxcess Wealth Management LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 350,404 shares of the exchange traded fund’s stock after selling 11,081 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 1.0% of Axxcess Wealth Management LLC’s holdings, making the stock its 19th biggest holding. Axxcess Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $40,374,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in IJR. Flagship Wealth Advisors LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth $78,000. Wealth Architects LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 2.6% in the fourth quarter. Wealth Architects LLC now owns 475,922 shares of the exchange traded fund’s stock worth $54,836,000 after buying an additional 12,105 shares during the period. Cozad Asset Management Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 10.9% in the fourth quarter. Cozad Asset Management Inc. now owns 60,521 shares of the exchange traded fund’s stock worth $6,973,000 after buying an additional 5,950 shares during the period. Curio Wealth LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth $31,000. Finally, TCTC Holdings LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 1.8% in the fourth quarter. TCTC Holdings LLC now owns 53,801 shares of the exchange traded fund’s stock worth $6,199,000 after buying an additional 929 shares during the period.

iShares Core S&P Small-Cap ETF Stock Up 1.1 %

Shares of NYSEARCA IJR opened at $106.12 on Tuesday. iShares Core S&P Small-Cap ETF has a 52 week low of $101.85 and a 52 week high of $128.61. The firm’s fifty day moving average is $114.27 and its 200 day moving average is $116.78. The company has a market cap of $79.63 billion, a price-to-earnings ratio of 15.91 and a beta of 1.16.

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.