Sunbelt Securities Inc. Acquires 641 Shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Sunbelt Securities Inc. increased its holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 147.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,075 shares of the company’s stock after buying an additional 641 shares during the period. Sunbelt Securities Inc.’s holdings in iShares Morningstar Small-Cap Value ETF were worth $66,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Madison Wealth Partners Inc increased its position in shares of iShares Morningstar Small-Cap Value ETF by 6.0% during the fourth quarter. Madison Wealth Partners Inc now owns 5,532 shares of the company’s stock valued at $328,000 after buying an additional 313 shares during the period. Cambridge Investment Research Advisors Inc. grew its position in shares of iShares Morningstar Small-Cap Value ETF by 4.9% during the 4th quarter. Cambridge Investment Research Advisors Inc. now owns 34,610 shares of the company’s stock valued at $2,049,000 after purchasing an additional 1,615 shares in the last quarter. Corient Private Wealth LLC increased its holdings in shares of iShares Morningstar Small-Cap Value ETF by 1.6% in the fourth quarter. Corient Private Wealth LLC now owns 21,919 shares of the company’s stock worth $1,298,000 after purchasing an additional 347 shares during the period. MB Generational Wealth LLC purchased a new stake in shares of iShares Morningstar Small-Cap Value ETF in the fourth quarter worth $1,386,000. Finally, Avantax Advisory Services Inc. grew its position in iShares Morningstar Small-Cap Value ETF by 5.6% during the fourth quarter. Avantax Advisory Services Inc. now owns 70,907 shares of the company’s stock worth $4,198,000 after buying an additional 3,752 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Stock Up 0.9 %

Shares of NYSEARCA ISCV opened at $57.91 on Monday. The firm has a market capitalization of $402.47 million, a P/E ratio of 11.10 and a beta of 1.14. The stock’s 50-day simple moving average is $58.59 and its two-hundred day simple moving average is $58.38. iShares Morningstar Small-Cap Value ETF has a twelve month low of $47.64 and a twelve month high of $61.41.

iShares Morningstar Small-Cap Value ETF 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.