Axxcess Wealth Management LLC Sells 4,060 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Axxcess Wealth Management LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 311,320 shares of the exchange traded fund’s stock after selling 4,060 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 0.9% of Axxcess Wealth Management LLC’s portfolio, making the stock its 22nd largest position. Axxcess Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $33,205,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Envestnet Asset Management Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 98.5% in the second quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock worth $1,825,266,000 after purchasing an additional 8,492,105 shares during the last quarter. Pathstone Holdings LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $230,235,000. Mesirow Financial Investment Management Inc. bought a new stake in iShares Core S&P Small-Cap ETF during the first quarter worth $145,477,000. Baird Financial Group Inc. raised its position in iShares Core S&P Small-Cap ETF by 33.3% in the 4th quarter. Baird Financial Group Inc. now owns 3,614,870 shares of the exchange traded fund’s stock valued at $391,310,000 after buying an additional 902,096 shares during the last quarter. Finally, J.Safra Asset Management Corp bought a new position in iShares Core S&P Small-Cap ETF during the 1st quarter valued at $78,567,000.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $114.78 on Tuesday. The firm’s fifty day moving average price is $113.04 and its two-hundred day moving average price is $109.20. The company has a market capitalization of $83.27 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 1 year low of $87.32 and a 1 year high of $120.74.

iShares Core S&P Small-Cap ETF 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.