Jim Saulnier & Associates LLC Raises Stock Holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Jim Saulnier & Associates LLC raised its holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 26.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,190 shares of the company’s stock after purchasing an additional 2,116 shares during the period. Jim Saulnier & Associates LLC owned about 0.15% of iShares Morningstar Small-Cap Value ETF worth $646,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in ISCV. JPMorgan Chase & Co. increased its holdings in iShares Morningstar Small-Cap Value ETF by 125.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 40,071 shares of the company’s stock worth $2,544,000 after acquiring an additional 22,264 shares in the last quarter. IHT Wealth Management LLC increased its stake in shares of iShares Morningstar Small-Cap Value ETF by 69.6% during the third quarter. IHT Wealth Management LLC now owns 40,396 shares of the company’s stock worth $2,552,000 after purchasing an additional 16,575 shares in the last quarter. Sage Financial Group Inc. acquired a new position in shares of iShares Morningstar Small-Cap Value ETF during the 3rd quarter worth about $217,000. Farther Finance Advisors LLC purchased a new position in iShares Morningstar Small-Cap Value ETF in the 3rd quarter valued at about $91,000. Finally, Rodgers & Associates LTD boosted its holdings in iShares Morningstar Small-Cap Value ETF by 1.3% in the 4th quarter. Rodgers & Associates LTD now owns 32,691 shares of the company’s stock worth $2,073,000 after buying an additional 424 shares during the last quarter.

iShares Morningstar Small-Cap Value ETF Trading Down 0.0 %

NYSEARCA:ISCV opened at $65.53 on Monday. The firm has a market cap of $455.43 million, a P/E ratio of 11.10 and a beta of 1.14. The stock has a 50 day moving average of $65.53 and a two-hundred day moving average of $63.62. iShares Morningstar Small-Cap Value ETF has a 12 month low of $55.75 and a 12 month high of $70.13.

iShares Morningstar Small-Cap Value ETF Company 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.