Ipsen Advisor Group LLC lifted its stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV – Free Report) by 0.9% during the 1st quarter, HoldingsChannel.com reports. The fund owned 54,531 shares of the company’s stock after purchasing an additional 467 shares during the quarter. iShares Morningstar Small-Cap Value ETF accounts for 2.8% of Ipsen Advisor Group LLC’s portfolio, making the stock its 10th largest position. Ipsen Advisor Group LLC’s holdings in iShares Morningstar Small-Cap Value ETF were worth $3,234,000 at the end of the most recent reporting period.
Other large investors have also recently made changes to their positions in the company. Stuart Chaussee & Associates Inc. purchased a new stake in iShares Morningstar Small-Cap Value ETF in the fourth quarter valued at approximately $51,000. Stifel Financial Corp acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF in the fourth quarter valued at $234,000. Unified Investment Management purchased a new stake in shares of iShares Morningstar Small-Cap Value ETF in the 4th quarter valued at $257,000. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors acquired a new position in iShares Morningstar Small-Cap Value ETF during the 4th quarter worth about $272,000. Finally, NBC Securities Inc. boosted its holdings in iShares Morningstar Small-Cap Value ETF by 118,025.0% during the 1st quarter. NBC Securities Inc. now owns 4,725 shares of the company’s stock valued at $280,000 after acquiring an additional 4,721 shares during the period.
iShares Morningstar Small-Cap Value ETF Price Performance
NYSEARCA ISCV opened at $60.80 on Tuesday. The company has a market cap of $446.88 million, a P/E ratio of 13.68 and a beta of 1.11. The stock has a 50-day moving average of $57.35 and a two-hundred day moving average of $61.59. iShares Morningstar Small-Cap Value ETF has a 1-year low of $50.53 and a 1-year high of $70.13.
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.
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