Courage Miller Partners LLC Makes New $503,000 Investment in iShares Morningstar Small-Cap Value ETF $ISCV

Courage Miller Partners LLC purchased a new stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 6,727 shares of the company’s stock, valued at approximately $503,000. Courage Miller Partners LLC owned 0.08% of iShares Morningstar Small-Cap Value ETF as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Daytona Street Capital LLC acquired a new stake in iShares Morningstar Small-Cap Value ETF during the 3rd quarter worth about $53,000. Mather Group LLC. purchased a new stake in iShares Morningstar Small-Cap Value ETF during the third quarter valued at about $40,000. Farther Finance Advisors LLC lifted its stake in iShares Morningstar Small-Cap Value ETF by 7.4% during the third quarter. Farther Finance Advisors LLC now owns 4,642 shares of the company’s stock valued at $347,000 after buying an additional 321 shares in the last quarter. Wellington Altus USA Inc. lifted its stake in iShares Morningstar Small-Cap Value ETF by 25.3% during the second quarter. Wellington Altus USA Inc. now owns 2,475 shares of the company’s stock valued at $194,000 after buying an additional 500 shares in the last quarter. Finally, Integrated Wealth Concepts LLC purchased a new stake in iShares Morningstar Small-Cap Value ETF during the second quarter valued at about $92,000.

iShares Morningstar Small-Cap Value ETF Price Performance

Shares of ISCV opened at $76.90 on Thursday. iShares Morningstar Small-Cap Value ETF has a one year low of $63.71 and a one year high of $82.03. The company has a 50-day moving average of $78.04 and a two-hundred day moving average of $76.87. The stock has a market cap of $672.88 million, a price-to-earnings ratio of 13.52 and a beta of 1.01.

iShares Morningstar Small-Cap Value ETF 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. ISCV was launched on Jun 28, 2004 and is managed by BlackRock.