Sage Financial Group Inc. Makes New $217,000 Investment in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Sage Financial Group Inc. acquired a new stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 3,413 shares of the company’s stock, valued at approximately $217,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Barrett & Company Inc. lifted its holdings in iShares Morningstar Small-Cap Value ETF by 5.9% during the 3rd quarter. Barrett & Company Inc. now owns 3,276 shares of the company’s stock valued at $208,000 after purchasing an additional 183 shares during the last quarter. Cambridge Investment Research Advisors Inc. boosted its holdings in shares of iShares Morningstar Small-Cap Value ETF by 0.6% during the 2nd quarter. Cambridge Investment Research Advisors Inc. now owns 33,412 shares of the company’s stock worth $1,935,000 after buying an additional 188 shares during the period. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of iShares Morningstar Small-Cap Value ETF by 2.1% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 9,447 shares of the company’s stock worth $547,000 after buying an additional 193 shares during the period. Black Diamond Financial LLC grew its stake in iShares Morningstar Small-Cap Value ETF by 3.8% in the 2nd quarter. Black Diamond Financial LLC now owns 11,297 shares of the company’s stock valued at $654,000 after buying an additional 418 shares during the last quarter. Finally, Comerica Bank raised its holdings in iShares Morningstar Small-Cap Value ETF by 2.7% in the 1st quarter. Comerica Bank now owns 17,743 shares of the company’s stock valued at $1,086,000 after acquiring an additional 460 shares during the period.

iShares Morningstar Small-Cap Value ETF Stock Down 0.3 %

Shares of NYSEARCA:ISCV opened at $62.82 on Friday. The stock has a market cap of $436.61 million, a PE ratio of 11.10 and a beta of 1.14. The business has a 50 day moving average of $62.76 and a 200-day moving average of $60.49. iShares Morningstar Small-Cap Value ETF has a 12-month low of $49.39 and a 12-month high of $64.92.

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.