Sax Wealth Advisors LLC Boosts Stake in iShares Core S&P Small-Cap ETF $IJR

Sax Wealth Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 22.7% during the second quarter, Holdings Channel.com reports. The fund owned 93,964 shares of the exchange traded fund’s stock after buying an additional 17,383 shares during the quarter. 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.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock worth $5,115,172,000 after acquiring an additional 235,129 shares during the last quarter. Bank of America Corp DE increased its stake in iShares Core S&P Small-Cap ETF by 0.6% in the first quarter. Bank of America Corp DE now owns 33,815,305 shares of the exchange traded fund’s stock valued at $4,203,581,000 after acquiring an additional 209,882 shares during the last quarter. Morgan Stanley increased its stake in iShares Core S&P Small-Cap ETF by 0.5% in the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock valued at $2,170,943,000 after acquiring an additional 86,538 shares during the last quarter. LPL Financial LLC raised its position in iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock valued at $2,106,229,000 after purchasing an additional 992,984 shares in the last quarter. Finally, Raymond James Financial Inc. raised its position in iShares Core S&P Small-Cap ETF by 2.7% during the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock valued at $1,693,999,000 after purchasing an additional 366,136 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

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

Shares of IJR stock opened at $148.93 on Friday. The business has a 50-day moving average price of $144.52 and a two-hundred day moving average price of $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 firm has a market cap of $112.27 billion, a P/E 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.