Avior Wealth Management LLC Trims Stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Avior Wealth Management LLC reduced its position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 21.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 19,100 shares of the company’s stock after selling 5,277 shares during the period. Avior Wealth Management LLC owned 0.20% of iShares Morningstar Small-Cap Growth ETF worth $840,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Bank of America Corp DE lifted its holdings in shares of iShares Morningstar Small-Cap Growth ETF by 28.8% in the 1st quarter. Bank of America Corp DE now owns 407,101 shares of the company’s stock valued at $17,989,000 after purchasing an additional 91,034 shares during the last quarter. Wells Fargo & Company MN raised its stake in iShares Morningstar Small-Cap Growth ETF by 17.0% during the 2nd quarter. Wells Fargo & Company MN now owns 375,820 shares of the company’s stock valued at $13,274,000 after acquiring an additional 54,610 shares during the last quarter. Morgan Stanley raised its stake in iShares Morningstar Small-Cap Growth ETF by 20.9% during the 4th quarter. Morgan Stanley now owns 345,639 shares of the company’s stock valued at $12,457,000 after acquiring an additional 59,710 shares during the last quarter. Avantax Advisory Services Inc. raised its stake in iShares Morningstar Small-Cap Growth ETF by 5.6% during the 3rd quarter. Avantax Advisory Services Inc. now owns 304,187 shares of the company’s stock valued at $11,790,000 after acquiring an additional 16,003 shares during the last quarter. Finally, LPL Financial LLC raised its stake in iShares Morningstar Small-Cap Growth ETF by 5.8% during the 3rd quarter. LPL Financial LLC now owns 209,122 shares of the company’s stock valued at $8,106,000 after acquiring an additional 11,448 shares during the last quarter.

iShares Morningstar Small-Cap Growth ETF Stock Down 1.1 %

ISCG opened at $42.96 on Thursday. The business has a 50 day moving average price of $45.19 and a two-hundred day moving average price of $42.08. The company has a market cap of $515.52 million, a PE ratio of 21.93 and a beta of 1.22. iShares Morningstar Small-Cap Growth ETF has a 52 week low of $35.33 and a 52 week high of $46.91.

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.