Principal Securities Inc. lifted its position in shares of iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG – Free Report) by 36.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,923 shares of the company’s stock after purchasing an additional 2,405 shares during the quarter. Principal Securities Inc.’s holdings in iShares Morningstar Small-Cap Growth ETF were worth $441,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also made changes to their positions in the company. TD Private Client Wealth LLC lifted its position in shares of iShares Morningstar Small-Cap Growth ETF by 2.2% during the 3rd quarter. TD Private Client Wealth LLC now owns 14,600 shares of the company’s stock valued at $715,000 after buying an additional 309 shares in the last quarter. Key Financial Inc lifted its position in shares of iShares Morningstar Small-Cap Growth ETF by 4.3% during the 3rd quarter. Key Financial Inc now owns 13,403 shares of the company’s stock valued at $656,000 after buying an additional 549 shares in the last quarter. Gilliland Jeter Wealth Management LLC lifted its position in shares of iShares Morningstar Small-Cap Growth ETF by 7.8% during the 4th quarter. Gilliland Jeter Wealth Management LLC now owns 9,978 shares of the company’s stock valued at $494,000 after buying an additional 718 shares in the last quarter. Opes Wealth Management LLC lifted its position in shares of iShares Morningstar Small-Cap Growth ETF by 0.8% during the 3rd quarter. Opes Wealth Management LLC now owns 104,440 shares of the company’s stock valued at $5,113,000 after buying an additional 833 shares in the last quarter. Finally, Beam Wealth Advisors Inc. lifted its position in shares of iShares Morningstar Small-Cap Growth ETF by 3.1% during the 3rd quarter. Beam Wealth Advisors Inc. now owns 29,194 shares of the company’s stock valued at $1,429,000 after buying an additional 888 shares in the last quarter.
iShares Morningstar Small-Cap Growth ETF Price Performance
Shares of NYSEARCA:ISCG opened at $49.22 on Friday. iShares Morningstar Small-Cap Growth ETF has a 1 year low of $42.50 and a 1 year high of $54.34. The firm has a market capitalization of $647.24 million, a price-to-earnings ratio of 24.71 and a beta of 1.10. The business’s 50 day moving average price is $50.70 and its 200-day moving average price is $49.87.
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.
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