D.A. Davidson & CO. grew its position in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV – Free Report) by 1.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 17,132 shares of the company’s stock after buying an additional 184 shares during the period. D.A. Davidson & CO. owned approximately 0.25% of iShares Morningstar Small-Cap Value ETF worth $1,088,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Sage Financial Group Inc. bought a new stake in shares of iShares Morningstar Small-Cap Value ETF in the third quarter valued at approximately $217,000. Farther Finance Advisors LLC acquired a new position in iShares Morningstar Small-Cap Value ETF in the 3rd quarter valued at $91,000. Essex Financial Services Inc. lifted its position in shares of iShares Morningstar Small-Cap Value ETF by 28.9% during the 2nd quarter. Essex Financial Services Inc. now owns 6,004 shares of the company’s stock valued at $348,000 after acquiring an additional 1,347 shares during the period. Wealth Enhancement Advisory Services LLC grew its holdings in shares of iShares Morningstar Small-Cap Value ETF by 2.1% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 9,447 shares of the company’s stock worth $547,000 after purchasing an additional 193 shares in the last quarter. Finally, Barrett & Company Inc. increased its position in shares of iShares Morningstar Small-Cap Value ETF by 5.9% in the third quarter. Barrett & Company Inc. now owns 3,276 shares of the company’s stock worth $208,000 after purchasing an additional 183 shares during the period.
iShares Morningstar Small-Cap Value ETF Stock Up 0.1 %
ISCV opened at $69.00 on Monday. The stock has a market capitalization of $479.55 million, a price-to-earnings ratio of 11.10 and a beta of 1.14. iShares Morningstar Small-Cap Value ETF has a twelve month low of $53.08 and a twelve month high of $70.13. The company has a 50-day simple moving average of $64.77 and a 200 day simple moving average of $61.75.
iShares Morningstar Small-Cap Value ETF Profile
The iShares Morningstar Small-Cap Value ETF (ISCV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a market-cap-weighted index of US small-cap value stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar’s value style categorization.
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