Steele Capital Management Inc. Has $11.90 Million Stock Holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Steele Capital Management Inc. trimmed its position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 2.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 186,308 shares of the company’s stock after selling 4,168 shares during the quarter. Steele Capital Management Inc.’s holdings in iShares Morningstar Small-Cap Value ETF were worth $11,897,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Farther Finance Advisors LLC bought a new position in iShares Morningstar Small-Cap Value ETF in the third quarter valued at about $91,000. Barrett & Company Inc. grew its stake in iShares Morningstar Small-Cap Value ETF by 5.9% during the third quarter. Barrett & Company Inc. now owns 3,276 shares of the company’s stock worth $208,000 after purchasing an additional 183 shares during the period. Sage Financial Group Inc. bought a new stake in iShares Morningstar Small-Cap Value ETF in the third quarter worth approximately $217,000. Ashton Thomas Securities LLC lifted its stake in iShares Morningstar Small-Cap Value ETF by 43.1% in the third quarter. Ashton Thomas Securities LLC now owns 3,650 shares of the company’s stock valued at $232,000 after buying an additional 1,100 shares during the period. Finally, Private Advisor Group LLC boosted its holdings in shares of iShares Morningstar Small-Cap Value ETF by 13.6% during the 3rd quarter. Private Advisor Group LLC now owns 4,292 shares of the company’s stock worth $272,000 after buying an additional 513 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Stock Up 0.1 %

ISCV stock opened at $65.97 on Thursday. The firm has a market capitalization of $458.47 million, a PE ratio of 11.10 and a beta of 1.14. The stock’s 50 day moving average is $63.94 and its 200-day moving average is $61.31. iShares Morningstar Small-Cap Value ETF has a twelve month low of $52.37 and a twelve month high of $68.43.

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.