Sax Wealth Advisors LLC Grows Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Sax Wealth Advisors LLC grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 22.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 93,964 shares of the exchange traded fund’s stock after acquiring an additional 17,383 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $13,936,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. Resources Management Corp CT ADV raised its stake in shares of iShares Core S&P Small-Cap ETF by 144.7% during the 1st quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 123 shares during the period. BankChampaign National Association bought a new position in iShares Core S&P Small-Cap ETF in the 1st quarter worth about $26,000. Networth Advisors LLC purchased a new position in iShares Core S&P Small-Cap ETF during the 4th quarter valued at about $40,000. Evolution Wealth Management Inc. increased its position in shares of iShares Core S&P Small-Cap ETF by 546.3% during the fourth quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock valued at $42,000 after buying an additional 295 shares during the period. Finally, Richardson Financial Services Inc. bought a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at about $42,000. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Up 0.8%

Shares of iShares Core S&P Small-Cap ETF stock opened at $148.93 on Friday. The company’s 50-day moving average price is $144.52 and its 200-day moving average price is $135.40. iShares Core S&P Small-Cap ETF has a 12-month low of $110.60 and a 12-month high of $150.69. The company has a market cap of $112.27 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01.

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.