Matrix Trust Co Buys 1,113 Shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Matrix Trust Co lifted its stake in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 0.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 194,223 shares of the company’s stock after purchasing an additional 1,113 shares during the quarter. iShares Morningstar Small-Cap Value ETF accounts for about 2.7% of Matrix Trust Co’s portfolio, making the stock its 11th largest position. Matrix Trust Co’s holdings in iShares Morningstar Small-Cap Value ETF were worth $11,500,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Rodgers & Associates LTD grew its holdings in iShares Morningstar Small-Cap Value ETF by 0.8% during the 4th quarter. Rodgers & Associates LTD now owns 31,519 shares of the company’s stock worth $1,866,000 after acquiring an additional 235 shares during the last quarter. Harbor Investment Advisory LLC bought a new stake in iShares Morningstar Small-Cap Value ETF during the 4th quarter worth approximately $68,000. VAUGHAN & Co SECURITIES INC. grew its holdings in iShares Morningstar Small-Cap Value ETF by 4.4% during the 4th quarter. VAUGHAN & Co SECURITIES INC. now owns 251,515 shares of the company’s stock worth $14,892,000 after acquiring an additional 10,487 shares during the last quarter. Sage Financial Group Inc. bought a new stake in iShares Morningstar Small-Cap Value ETF during the 4th quarter worth approximately $202,000. Finally, Dynamic Advisor Solutions LLC bought a new stake in iShares Morningstar Small-Cap Value ETF during the 4th quarter worth approximately $507,000.

iShares Morningstar Small-Cap Value ETF Trading Up 0.5 %

ISCV traded up $0.28 during trading on Friday, reaching $57.88. 4,067 shares of the company’s stock were exchanged, compared to its average volume of 15,082. iShares Morningstar Small-Cap Value ETF has a one year low of $47.64 and a one year high of $61.41. The stock has a market capitalization of $405.15 million, a PE ratio of 10.79 and a beta of 1.15. The firm has a fifty day moving average price of $58.58 and a two-hundred day moving average price of $56.11.

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.