Black Diamond Financial LLC Buys 418 Shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Black Diamond Financial LLC grew its stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 3.8% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,297 shares of the company’s stock after buying an additional 418 shares during the quarter. Black Diamond Financial LLC’s holdings in iShares Morningstar Small-Cap Value ETF were worth $654,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the stock. Principal Securities Inc. acquired a new position in shares of iShares Morningstar Small-Cap Value ETF during the fourth quarter worth about $30,000. Corient Private Wealth LLC boosted its position in iShares Morningstar Small-Cap Value ETF by 1.6% during the 4th quarter. Corient Private Wealth LLC now owns 21,919 shares of the company’s stock worth $1,298,000 after acquiring an additional 347 shares during the last quarter. Cambridge Investment Research Advisors Inc. grew its stake in shares of iShares Morningstar Small-Cap Value ETF by 4.9% during the 4th quarter. Cambridge Investment Research Advisors Inc. now owns 34,610 shares of the company’s stock worth $2,049,000 after acquiring an additional 1,615 shares in the last quarter. Madison Wealth Partners Inc raised its holdings in shares of iShares Morningstar Small-Cap Value ETF by 6.0% in the fourth quarter. Madison Wealth Partners Inc now owns 5,532 shares of the company’s stock valued at $328,000 after purchasing an additional 313 shares during the last quarter. Finally, Sunbelt Securities Inc. lifted its position in shares of iShares Morningstar Small-Cap Value ETF by 147.7% in the first quarter. Sunbelt Securities Inc. now owns 1,075 shares of the company’s stock worth $66,000 after purchasing an additional 641 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Trading Up 2.4 %

Shares of ISCV opened at $62.01 on Monday. iShares Morningstar Small-Cap Value ETF has a 12 month low of $47.64 and a 12 month high of $64.79. The firm has a fifty day simple moving average of $61.09 and a 200 day simple moving average of $59.50. The stock has a market capitalization of $430.97 million, a price-to-earnings ratio of 11.10 and a beta of 1.14.

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.