D.A. Davidson & CO. Grows Stock Position in iShares Morningstar Small-Cap Value ETF $ISCV

D.A. Davidson & CO. lifted its stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 3.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,318 shares of the company’s stock after buying an additional 707 shares during the period. D.A. Davidson & CO. owned approximately 0.25% of iShares Morningstar Small-Cap Value ETF worth $1,186,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of ISCV. Exchange Traded Concepts LLC purchased a new position in shares of iShares Morningstar Small-Cap Value ETF in the second quarter worth about $19,470,000. Focus Partners Wealth grew its stake in shares of iShares Morningstar Small-Cap Value ETF by 305.5% in the first quarter. Focus Partners Wealth now owns 236,017 shares of the company’s stock worth $13,996,000 after purchasing an additional 177,820 shares during the last quarter. Jones Financial Companies Lllp grew its stake in shares of iShares Morningstar Small-Cap Value ETF by 1,141.9% in the first quarter. Jones Financial Companies Lllp now owns 60,865 shares of the company’s stock worth $3,609,000 after purchasing an additional 55,964 shares during the last quarter. LPL Financial LLC grew its stake in shares of iShares Morningstar Small-Cap Value ETF by 12.9% in the first quarter. LPL Financial LLC now owns 150,439 shares of the company’s stock worth $8,921,000 after purchasing an additional 17,199 shares during the last quarter. Finally, VAUGHAN & Co SECURITIES INC. grew its stake in shares of iShares Morningstar Small-Cap Value ETF by 6.1% in the second quarter. VAUGHAN & Co SECURITIES INC. now owns 281,895 shares of the company’s stock worth $17,306,000 after purchasing an additional 16,207 shares during the last quarter.

iShares Morningstar Small-Cap Value ETF Price Performance

NYSEARCA ISCV opened at $67.85 on Tuesday. The stock has a market capitalization of $552.98 million, a PE ratio of 13.52 and a beta of 1.11. iShares Morningstar Small-Cap Value ETF has a 1 year low of $50.53 and a 1 year high of $70.13. The business’s 50-day moving average is $66.63 and its 200 day moving average is $62.62.

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.