Barrett & Company Inc. Raises Position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Barrett & Company Inc. boosted its stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 5.9% in the third quarter, Holdings Channel reports. The fund owned 3,276 shares of the company’s stock after buying an additional 183 shares during the quarter. Barrett & Company Inc.’s holdings in iShares Morningstar Small-Cap Value ETF were worth $208,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in ISCV. Sunbelt Securities Inc. lifted its holdings in 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 acquiring an additional 641 shares during the last quarter. Prosperity Consulting Group LLC bought a new position in iShares Morningstar Small-Cap Value ETF during the 1st quarter worth $3,051,000. VAUGHAN & Co SECURITIES INC. boosted its stake in iShares Morningstar Small-Cap Value ETF by 1.3% during the 1st quarter. VAUGHAN & Co SECURITIES INC. now owns 254,668 shares of the company’s stock valued at $15,586,000 after purchasing an additional 3,153 shares during the period. Rodgers & Associates LTD raised its holdings in shares of iShares Morningstar Small-Cap Value ETF by 4.1% during the first quarter. Rodgers & Associates LTD now owns 32,810 shares of the company’s stock valued at $2,008,000 after buying an additional 1,291 shares during the last quarter. Finally, LRI Investments LLC acquired a new position in shares of iShares Morningstar Small-Cap Value ETF during the first quarter worth approximately $1,099,000.

iShares Morningstar Small-Cap Value ETF Stock Up 1.2 %

ISCV stock traded up $0.75 during trading on Monday, reaching $63.58. 1,519 shares of the company’s stock were exchanged, compared to its average volume of 12,106. The firm has a market cap of $441.88 million, a PE ratio of 11.10 and a beta of 1.14. The company’s fifty day moving average price is $62.58 and its 200-day moving average price is $60.33. iShares Morningstar Small-Cap Value ETF has a 1-year low of $47.85 and a 1-year high of $64.92.

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.