Concord Wealth Partners acquired a new position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG – Get Rating) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 983 shares of the company’s stock, valued at approximately $35,000.
Other large investors have also recently made changes to their positions in the company. UBS Group AG lifted its stake in shares of iShares Morningstar Small-Cap Growth ETF by 0.5% in the 3rd quarter. UBS Group AG now owns 72,583 shares of the company’s stock valued at $2,516,000 after purchasing an additional 371 shares during the period. Creative Planning lifted its stake in shares of iShares Morningstar Small-Cap Growth ETF by 4.3% in the 2nd quarter. Creative Planning now owns 14,692 shares of the company’s stock valued at $519,000 after purchasing an additional 600 shares during the period. LexAurum Advisors LLC lifted its stake in shares of iShares Morningstar Small-Cap Growth ETF by 10.5% in the 3rd quarter. LexAurum Advisors LLC now owns 8,022 shares of the company’s stock valued at $278,000 after purchasing an additional 762 shares during the period. Surevest LLC lifted its stake in shares of iShares Morningstar Small-Cap Growth ETF by 12.5% in the 3rd quarter. Surevest LLC now owns 7,700 shares of the company’s stock valued at $267,000 after purchasing an additional 855 shares during the period. Finally, AdvisorNet Financial Inc lifted its stake in shares of iShares Morningstar Small-Cap Growth ETF by 37.5% in the 3rd quarter. AdvisorNet Financial Inc now owns 4,431 shares of the company’s stock valued at $154,000 after purchasing an additional 1,208 shares during the period.
iShares Morningstar Small-Cap Growth ETF Stock Down 0.5 %
ISCG opened at $38.56 on Friday. The stock has a market cap of $406.82 million, a PE ratio of 19.22 and a beta of 1.09. The business has a 50 day moving average of $38.95 and a 200-day moving average of $37.72. iShares Morningstar Small-Cap Growth ETF has a 52 week low of $33.54 and a 52 week high of $43.50.
iShares Morningstar Small-Cap Growth ETF 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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