iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) Shares Acquired by Opes Wealth Management LLC

Opes Wealth Management LLC raised its stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 0.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 104,440 shares of the company’s stock after purchasing an additional 833 shares during the period. iShares Morningstar Small-Cap Growth ETF accounts for about 1.0% of Opes Wealth Management LLC’s holdings, making the stock its 28th biggest position. Opes Wealth Management LLC’s holdings in iShares Morningstar Small-Cap Growth ETF were worth $5,113,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Archer Investment Corp grew its position in shares of iShares Morningstar Small-Cap Growth ETF by 38.8% in the 2nd quarter. Archer Investment Corp now owns 1,516 shares of the company’s stock valued at $69,000 after buying an additional 424 shares during the last quarter. Key Financial Inc boosted its position in shares of iShares Morningstar Small-Cap Growth ETF by 4.3% in the 3rd quarter. Key Financial Inc now owns 13,403 shares of the company’s stock valued at $656,000 after purchasing an additional 549 shares during the period. Private Advisor Group LLC grew its stake in iShares Morningstar Small-Cap Growth ETF by 6.1% during the 2nd quarter. Private Advisor Group LLC now owns 19,755 shares of the company’s stock worth $898,000 after buying an additional 1,130 shares during the last quarter. Beam Wealth Advisors Inc. increased its position in iShares Morningstar Small-Cap Growth ETF by 6.9% during the second quarter. Beam Wealth Advisors Inc. now owns 28,306 shares of the company’s stock worth $1,287,000 after buying an additional 1,818 shares during the period. Finally, Gilliland Jeter Wealth Management LLC purchased a new stake in iShares Morningstar Small-Cap Growth ETF in the second quarter valued at approximately $83,000.

iShares Morningstar Small-Cap Growth ETF Trading Up 0.5 %

Shares of ISCG opened at $49.03 on Monday. The company’s 50 day simple moving average is $48.43 and its 200-day simple moving average is $46.62. The firm has a market cap of $595.71 million, a PE ratio of 21.98 and a beta of 1.23. iShares Morningstar Small-Cap Growth ETF has a 12-month low of $36.53 and a 12-month high of $50.46.

iShares Morningstar Small-Cap Growth ETF Company Profile

The iShares Morningstar Small-Cap Growth ETF (ISCG) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a market-cap-weighted index of US small-cap growth stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar’s growth style categorization.