iShares Morningstar Small-Cap Growth ETF $ISCG Shares Bought by Beam Wealth Advisors Inc.

Beam Wealth Advisors Inc. grew its holdings in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 18.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 70,646 shares of the company’s stock after buying an additional 11,097 shares during the period. iShares Morningstar Small-Cap Growth ETF accounts for about 1.0% of Beam Wealth Advisors Inc.’s holdings, making the stock its 22nd biggest holding. Beam Wealth Advisors Inc.’s holdings in iShares Morningstar Small-Cap Growth ETF were worth $3,837,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Twin Peaks Wealth Advisors LLC purchased a new stake in iShares Morningstar Small-Cap Growth ETF during the 2nd quarter valued at about $39,000. Assetmark Inc. lifted its stake in iShares Morningstar Small-Cap Growth ETF by 121.4% in the 2nd quarter. Assetmark Inc. now owns 899 shares of the company’s stock worth $45,000 after purchasing an additional 493 shares in the last quarter. Mather Group LLC. acquired a new position in shares of iShares Morningstar Small-Cap Growth ETF during the 3rd quarter worth approximately $46,000. Chilton Capital Management LLC purchased a new stake in shares of iShares Morningstar Small-Cap Growth ETF in the third quarter valued at approximately $90,000. Finally, Smartleaf Asset Management LLC grew its position in shares of iShares Morningstar Small-Cap Growth ETF by 13.9% in the second quarter. Smartleaf Asset Management LLC now owns 2,704 shares of the company’s stock valued at $134,000 after purchasing an additional 331 shares in the last quarter.

iShares Morningstar Small-Cap Growth ETF Stock Performance

NYSEARCA:ISCG opened at $57.62 on Wednesday. iShares Morningstar Small-Cap Growth ETF has a one year low of $38.73 and a one year high of $60.19. The stock has a market cap of $878.71 million, a PE ratio of 26.03 and a beta of 1.10. The stock has a 50 day moving average price of $57.24 and a 200 day moving average price of $54.81.

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