Axxcess Wealth Management LLC Purchases 80,330 Shares of iShares Core S&P Small-Cap ETF $IJR

Axxcess Wealth Management LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 20.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 470,802 shares of the exchange traded fund’s stock after purchasing an additional 80,330 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 0.6% of Axxcess Wealth Management LLC’s portfolio, making the stock its 23rd biggest holding. Axxcess Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $56,581,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Nvwm LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $25,000. Bank & Trust Co acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $30,000. New Millennium Group LLC grew its holdings in iShares Core S&P Small-Cap ETF by 105.3% during the 3rd quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock worth $37,000 after acquiring an additional 158 shares during the last quarter. Networth Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth approximately $40,000. Finally, DecisionPoint Financial LLC grew its holdings in iShares Core S&P Small-Cap ETF by 61.7% during the 4th quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock worth $42,000 after acquiring an additional 132 shares during the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA IJR opened at $143.21 on Friday. The firm has a 50 day moving average price of $136.99 and a two-hundred day moving average price of $129.73. The stock has a market cap of $106.93 billion, a P/E ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 52-week low of $105.15 and a 52-week high of $145.06.

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. 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.