iShares Morningstar Small-Cap Value ETF $ISCV Stock Position Increased by VAUGHAN & Co SECURITIES INC.

VAUGHAN & Co SECURITIES INC. boosted its holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 3.1% in the third quarter, Holdings Channel reports. The institutional investor owned 290,658 shares of the company’s stock after acquiring an additional 8,763 shares during the quarter. iShares Morningstar Small-Cap Value ETF accounts for approximately 10.3% of VAUGHAN & Co SECURITIES INC.’s investment portfolio, making the stock its 5th biggest holding. VAUGHAN & Co SECURITIES INC.’s holdings in iShares Morningstar Small-Cap Value ETF were worth $19,369,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Bank of Montreal Can purchased a new stake in shares of iShares Morningstar Small-Cap Value ETF during the second quarter worth $29,000. PNC Financial Services Group Inc. raised its stake in shares of iShares Morningstar Small-Cap Value ETF by 67.6% during the 2nd quarter. PNC Financial Services Group Inc. now owns 870 shares of the company’s stock valued at $53,000 after purchasing an additional 351 shares during the period. Smartleaf Asset Management LLC raised its stake in shares of iShares Morningstar Small-Cap Value ETF by 8.3% during the 2nd 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 during the period. World Investment Advisors purchased a new stake in iShares Morningstar Small-Cap Value ETF during the 2nd quarter worth about $206,000. Finally, Perigon Wealth Management LLC boosted its stake in iShares Morningstar Small-Cap Value ETF by 7.5% in the 2nd quarter. Perigon Wealth Management LLC now owns 4,355 shares of the company’s stock worth $267,000 after purchasing an additional 304 shares during the period.

iShares Morningstar Small-Cap Value ETF Stock Down 0.1%

ISCV stock opened at $69.54 on Monday. The stock has a 50-day simple moving average of $67.60 and a two-hundred day simple moving average of $65.62. iShares Morningstar Small-Cap Value ETF has a twelve month low of $50.53 and a twelve month high of $70.95. The firm has a market capitalization of $570.23 million, a PE ratio of 13.52 and a beta of 1.11.

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.