Black Diamond Financial LLC Boosts Stock Position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Black Diamond Financial LLC raised its position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 40.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 142,464 shares of the company’s stock after purchasing an additional 40,729 shares during the period. iShares Morningstar Small-Cap Growth ETF comprises about 1.2% of Black Diamond Financial LLC’s investment portfolio, making the stock its 26th largest position. Black Diamond Financial LLC’s holdings in iShares Morningstar Small-Cap Growth ETF were worth $6,987,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. LRI Investments LLC acquired a new position in shares of iShares Morningstar Small-Cap Growth ETF in the first quarter valued at approximately $2,236,000. Atria Investments Inc grew its stake in iShares Morningstar Small-Cap Growth ETF by 0.8% in the 1st quarter. Atria Investments Inc now owns 329,952 shares of the company’s stock worth $15,366,000 after acquiring an additional 2,579 shares during the period. Cetera Advisors LLC raised its holdings in iShares Morningstar Small-Cap Growth ETF by 63.6% in the 1st quarter. Cetera Advisors LLC now owns 10,381 shares of the company’s stock valued at $483,000 after acquiring an additional 4,035 shares during the last quarter. CWM LLC lifted its stake in shares of iShares Morningstar Small-Cap Growth ETF by 6.0% during the 2nd quarter. CWM LLC now owns 157,831 shares of the company’s stock worth $7,178,000 after purchasing an additional 8,883 shares during the period. Finally, Opal Wealth Advisors LLC acquired a new stake in shares of iShares Morningstar Small-Cap Growth ETF during the second quarter worth $143,000.

iShares Morningstar Small-Cap Growth ETF Stock Down 1.6 %

Shares of NYSEARCA:ISCG opened at $51.44 on Friday. The business has a fifty day simple moving average of $49.20 and a 200-day simple moving average of $47.12. iShares Morningstar Small-Cap Growth ETF has a 52 week low of $38.41 and a 52 week high of $53.61. The company has a market cap of $625.00 million, a P/E ratio of 21.98 and a beta of 1.23.

iShares Morningstar Small-Cap Growth ETF Company 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.