Exencial Wealth Advisors LLC Trims Stock Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Exencial Wealth Advisors LLC decreased its position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 2.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 299,453 shares of the company’s stock after selling 8,079 shares during the period. iShares S&P Small-Cap 600 Value ETF accounts for approximately 1.2% of Exencial Wealth Advisors LLC’s investment portfolio, making the stock its 15th largest position. Exencial Wealth Advisors LLC owned 0.43% of iShares S&P Small-Cap 600 Value ETF worth $32,524,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. BNP Paribas Financial Markets acquired a new position in iShares S&P Small-Cap 600 Value ETF in the third quarter valued at approximately $137,000. JPMorgan Chase & Co. lifted its stake in shares of iShares S&P Small-Cap 600 Value ETF by 6.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 371,296 shares of the company’s stock valued at $39,974,000 after purchasing an additional 24,000 shares during the last quarter. Assetmark Inc. grew its holdings in shares of iShares S&P Small-Cap 600 Value ETF by 1,657.5% during the 3rd quarter. Assetmark Inc. now owns 1,406 shares of the company’s stock worth $151,000 after purchasing an additional 1,326 shares during the period. Blue Trust Inc. grew its holdings in shares of iShares S&P Small-Cap 600 Value ETF by 9.3% during the 4th quarter. Blue Trust Inc. now owns 1,176 shares of the company’s stock worth $128,000 after purchasing an additional 100 shares during the period. Finally, Principal Securities Inc. increased its position in shares of iShares S&P Small-Cap 600 Value ETF by 7.4% during the 4th quarter. Principal Securities Inc. now owns 6,701 shares of the company’s stock worth $728,000 after purchasing an additional 461 shares during the last quarter.

iShares S&P Small-Cap 600 Value ETF Price Performance

NYSEARCA IJS opened at $101.96 on Tuesday. The stock has a market capitalization of $7.06 billion, a P/E ratio of 14.55 and a beta of 1.18. The firm’s 50-day moving average is $108.87 and its two-hundred day moving average is $109.04. iShares S&P Small-Cap 600 Value ETF has a 12 month low of $93.89 and a 12 month high of $119.28.

iShares S&P Small-Cap 600 Value ETF Company Profile

iShares S&P Small-Cap 600 Value ETF, formerly iShares S&P SmallCap 600 Value Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P SmallCap 600 Value Index (the Index). The Index measures the performance of the small-capitalization value sector of the United States equity market and consists of those stocks in the S&P SmallCap 600 Index exhibiting the strongest value characteristics.