iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) Shares Acquired by Black Diamond Financial LLC

Black Diamond Financial LLC lifted its holdings in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 19.9% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,735 shares of the company’s stock after purchasing an additional 16,905 shares during the quarter. Black Diamond Financial LLC owned about 0.84% of iShares Morningstar Small-Cap Growth ETF worth $4,627,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Members Advisory Group LLC acquired a new stake in iShares Morningstar Small-Cap Growth ETF in the fourth quarter worth about $2,615,000. LRI Investments LLC purchased a new stake in iShares Morningstar Small-Cap Growth ETF during the 1st quarter worth approximately $2,236,000. Wells Fargo & Company MN increased its stake in iShares Morningstar Small-Cap Growth ETF by 20.7% during the 4th quarter. Wells Fargo & Company MN now owns 224,259 shares of the company’s stock valued at $9,867,000 after purchasing an additional 38,438 shares in the last quarter. Gallagher Fiduciary Advisors LLC increased its stake in iShares Morningstar Small-Cap Growth ETF by 8.3% during the 4th quarter. Gallagher Fiduciary Advisors LLC now owns 337,504 shares of the company’s stock valued at $14,850,000 after purchasing an additional 25,895 shares in the last quarter. Finally, Mittelman Wealth Management purchased a new position in shares of iShares Morningstar Small-Cap Growth ETF in the first quarter worth $699,000.

iShares Morningstar Small-Cap Growth ETF Price Performance

Shares of ISCG opened at $47.72 on Monday. The company’s fifty day moving average price is $46.84 and its 200-day moving average price is $45.76. iShares Morningstar Small-Cap Growth ETF has a 1-year low of $35.33 and a 1-year high of $49.19. The firm has a market capitalization of $579.80 million, a PE ratio of 21.98 and a beta of 1.23.

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.