iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) Stock Holdings Lessened by Merriman Wealth Management LLC

Merriman Wealth Management LLC lowered its stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 4.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 79,150 shares of the company’s stock after selling 3,536 shares during the period. Merriman Wealth Management LLC owned approximately 1.14% of iShares Morningstar Small-Cap Value ETF worth $4,584,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. VAUGHAN & Co SECURITIES INC. increased its holdings in shares of iShares Morningstar Small-Cap Value ETF by 3.2% in the second quarter. VAUGHAN & Co SECURITIES INC. now owns 262,778 shares of the company’s stock valued at $15,218,000 after buying an additional 8,110 shares in the last quarter. Prosperity Consulting Group LLC purchased a new position in iShares Morningstar Small-Cap Value ETF during the 1st quarter worth approximately $3,051,000. Cetera Investment Advisers grew its position in iShares Morningstar Small-Cap Value ETF by 148.5% during the 1st quarter. Cetera Investment Advisers now owns 40,537 shares of the company’s stock worth $2,481,000 after purchasing an additional 24,223 shares in the last quarter. Cambridge Investment Research Advisors Inc. grew its position in 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 worth $2,049,000 after purchasing an additional 1,615 shares in the last quarter. Finally, Rodgers & Associates LTD grew its position in iShares Morningstar Small-Cap Value ETF by 4.1% during the 1st quarter. Rodgers & Associates LTD now owns 32,810 shares of the company’s stock worth $2,008,000 after purchasing an additional 1,291 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Stock Performance

NYSEARCA ISCV opened at $63.42 on Friday. iShares Morningstar Small-Cap Value ETF has a twelve month low of $47.64 and a twelve month high of $64.79. The stock has a market cap of $440.75 million, a price-to-earnings ratio of 11.10 and a beta of 1.14. The firm’s 50 day moving average price is $61.49 and its two-hundred day moving average price is $59.62.

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.