iShares Morningstar Small-Cap Value ETF $ISCV Shares Sold by VAUGHAN & Co SECURITIES INC.

VAUGHAN & Co SECURITIES INC. decreased its position in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 2.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 293,423 shares of the company’s stock after selling 7,557 shares during the quarter. iShares Morningstar Small-Cap Value ETF accounts for approximately 10.6% of VAUGHAN & Co SECURITIES INC.’s investment portfolio, making the stock its 5th largest position. VAUGHAN & Co SECURITIES INC. owned 3.37% of iShares Morningstar Small-Cap Value ETF worth $20,396,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Flagship Harbor Advisors LLC acquired a new position in shares of iShares Morningstar Small-Cap Value ETF in the 4th quarter valued at approximately $29,000. Laurel Wealth Advisors LLC acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF during the 4th quarter worth approximately $58,000. Rockefeller Capital Management L.P. boosted its position in shares of iShares Morningstar Small-Cap Value ETF by 16.3% during the 4th quarter. Rockefeller Capital Management L.P. now owns 1,073 shares of the company’s stock worth $74,000 after acquiring an additional 150 shares in the last quarter. Basepoint Wealth LLC bought a new position in iShares Morningstar Small-Cap Value ETF in the fourth quarter valued at approximately $121,000. Finally, Smartleaf Asset Management LLC raised its position in iShares Morningstar Small-Cap Value ETF by 8.3% during the second quarter. Smartleaf Asset Management LLC now owns 2,621 shares of the company’s stock valued at $161,000 after purchasing an additional 201 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Price Performance

NYSEARCA ISCV opened at $78.79 on Friday. The business has a fifty day moving average price of $75.34 and a two-hundred day moving average price of $72.70. iShares Morningstar Small-Cap Value ETF has a fifty-two week low of $60.96 and a fifty-two week high of $79.02. The stock has a market capitalization of $689.41 million, a PE ratio of 13.52 and a beta of 0.98.

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. ISCV was launched on Jun 28, 2004 and is managed by BlackRock.