Black Diamond Financial LLC Grows Position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Black Diamond Financial LLC boosted its stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 5.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 150,248 shares of the company’s stock after acquiring an additional 7,784 shares during the quarter. iShares Morningstar Small-Cap Growth ETF comprises about 1.1% of Black Diamond Financial LLC’s portfolio, making the stock its 26th largest position. Black Diamond Financial LLC’s holdings in iShares Morningstar Small-Cap Growth ETF were worth $7,431,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the stock. Private Advisor Group LLC grew its holdings in iShares Morningstar Small-Cap Growth ETF by 2.5% in the fourth quarter. Private Advisor Group LLC now owns 21,653 shares of the company’s stock valued at $1,071,000 after purchasing an additional 532 shares during the period. Key Financial Inc grew its stake in iShares Morningstar Small-Cap Growth ETF by 11.9% during the fourth quarter. Key Financial Inc now owns 14,996 shares of the company’s stock worth $742,000 after buying an additional 1,593 shares during the period. Atria Wealth Solutions Inc. acquired a new position in shares of iShares Morningstar Small-Cap Growth ETF during the fourth quarter worth $358,000. Principal Securities Inc. lifted its position in shares of iShares Morningstar Small-Cap Growth ETF by 36.9% during the fourth quarter. Principal Securities Inc. now owns 8,923 shares of the company’s stock worth $441,000 after purchasing an additional 2,405 shares in the last quarter. Finally, Gilliland Jeter Wealth Management LLC lifted its position in shares of iShares Morningstar Small-Cap Growth ETF by 7.8% during the fourth quarter. Gilliland Jeter Wealth Management LLC now owns 9,978 shares of the company’s stock worth $494,000 after purchasing an additional 718 shares in the last quarter.

iShares Morningstar Small-Cap Growth ETF Price Performance

ISCG opened at $49.22 on Monday. The stock has a market capitalization of $647.24 million, a PE ratio of 24.71 and a beta of 1.10. The firm’s fifty day moving average price is $50.70 and its 200 day moving average price is $49.94. iShares Morningstar Small-Cap Growth ETF has a 12-month low of $42.50 and a 12-month high of $54.34.

iShares Morningstar Small-Cap Growth ETF Profile

The iShares Morningstar Small-Cap Growth ETF (ISCG) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a market-cap-weighted index of US small-cap growth stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar’s growth style categorization.