iShares Morningstar Small-Cap Growth ETF $ISCG Shares Bought by Perennial Investment Advisors LLC

Perennial Investment Advisors LLC boosted its holdings in shares of iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 33.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,280 shares of the company’s stock after purchasing an additional 7,579 shares during the period. Perennial Investment Advisors LLC owned approximately 0.22% of iShares Morningstar Small-Cap Growth ETF worth $1,507,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Focus Partners Wealth boosted its stake in shares of iShares Morningstar Small-Cap Growth ETF by 303.0% during the 1st quarter. Focus Partners Wealth now owns 1,823,354 shares of the company’s stock worth $82,142,000 after acquiring an additional 1,370,872 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in shares of iShares Morningstar Small-Cap Growth ETF by 6.0% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 465,332 shares of the company’s stock valued at $20,963,000 after purchasing an additional 26,463 shares during the period. Avantax Advisory Services Inc. increased its stake in iShares Morningstar Small-Cap Growth ETF by 1.1% in the 1st quarter. Avantax Advisory Services Inc. now owns 398,979 shares of the company’s stock worth $17,974,000 after purchasing an additional 4,461 shares in the last quarter. LPL Financial LLC raised its holdings in iShares Morningstar Small-Cap Growth ETF by 2.0% during the 1st quarter. LPL Financial LLC now owns 396,814 shares of the company’s stock worth $17,876,000 after buying an additional 7,873 shares during the period. Finally, Atria Investments Inc raised its holdings in iShares Morningstar Small-Cap Growth ETF by 4.4% during the 2nd quarter. Atria Investments Inc now owns 295,476 shares of the company’s stock worth $14,703,000 after buying an additional 12,321 shares during the period.

iShares Morningstar Small-Cap Growth ETF Price Performance

Shares of ISCG opened at $52.45 on Tuesday. The company has a 50-day moving average of $54.72 and a two-hundred day moving average of $51.53. The stock has a market cap of $734.30 million, a price-to-earnings ratio of 26.03 and a beta of 1.10. iShares Morningstar Small-Cap Growth ETF has a one year low of $38.73 and a one year high of $56.67.

About iShares Morningstar Small-Cap Growth ETF

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.