Twin Cities Retirement Group LLC Takes $2.04 Million Position in iShares Morningstar Small-Cap Value ETF $ISCV

Twin Cities Retirement Group LLC bought a new stake in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 29,770 shares of the company’s stock, valued at approximately $2,039,000. iShares Morningstar Small-Cap Value ETF comprises 2.0% of Twin Cities Retirement Group LLC’s holdings, making the stock its 13th biggest position. Twin Cities Retirement Group LLC owned 0.35% of iShares Morningstar Small-Cap Value ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in ISCV. Flagship Harbor Advisors LLC acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF during the 4th quarter valued at approximately $29,000. Laurel Wealth Advisors LLC acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF during the 4th quarter valued at approximately $58,000. Chilton Capital Management LLC acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF during the 3rd quarter valued at approximately $122,000. Smartleaf Asset Management LLC raised its position in shares of iShares Morningstar Small-Cap Value ETF by 8.3% during the 2nd quarter. Smartleaf Asset Management LLC now owns 2,621 shares of the company’s stock valued at $161,000 after acquiring an additional 201 shares in the last quarter. Finally, Greykasell Wealth Strategies Inc. acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF during the 3rd quarter valued at approximately $168,000.

iShares Morningstar Small-Cap Value ETF Trading Up 0.8%

ISCV stock opened at $74.65 on Friday. The firm has a market cap of $649.46 million, a P/E ratio of 13.52 and a beta of 1.00. iShares Morningstar Small-Cap Value ETF has a 12-month low of $58.01 and a 12-month high of $75.38. The stock’s 50 day simple moving average is $71.90 and its 200 day simple moving average is $70.82.

About iShares Morningstar Small-Cap Value ETF

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. ISCV was launched on Jun 28, 2004 and is managed by BlackRock.