Global Retirement Partners LLC Trims Holdings in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Global Retirement Partners LLC decreased its holdings in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 5.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,333 shares of the company’s stock after selling 724 shares during the quarter. Global Retirement Partners LLC owned about 0.10% of iShares Morningstar Small-Cap Growth ETF worth $610,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. JPMorgan Chase & Co. raised its position in iShares Morningstar Small-Cap Growth ETF by 162.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,084,465 shares of the company’s stock valued at $53,095,000 after purchasing an additional 671,641 shares during the last quarter. Atria Investments Inc raised its position in iShares Morningstar Small-Cap Growth ETF by 2.2% in the 3rd quarter. Atria Investments Inc now owns 317,716 shares of the company’s stock valued at $15,555,000 after purchasing an additional 6,844 shares during the last quarter. Steele Capital Management Inc. raised its position in iShares Morningstar Small-Cap Growth ETF by 15.4% in the 3rd quarter. Steele Capital Management Inc. now owns 166,476 shares of the company’s stock valued at $8,165,000 after purchasing an additional 22,161 shares during the last quarter. Black Diamond Financial LLC raised its position in iShares Morningstar Small-Cap Growth ETF by 40.0% in the 3rd quarter. Black Diamond Financial LLC now owns 142,464 shares of the company’s stock valued at $6,987,000 after purchasing an additional 40,729 shares during the last quarter. Finally, Opes Wealth Management LLC raised its position in iShares Morningstar Small-Cap Growth ETF by 0.8% in the 3rd quarter. Opes Wealth Management LLC now owns 104,440 shares of the company’s stock valued at $5,113,000 after purchasing an additional 833 shares during the last quarter.

iShares Morningstar Small-Cap Growth ETF Price Performance

ISCG stock opened at $49.22 on Friday. The company has a fifty day moving average price of $50.70 and a 200 day moving average price of $49.90. iShares Morningstar Small-Cap Growth ETF has a 12 month low of $42.50 and a 12 month high of $54.34. The company has a market cap of $647.24 million, a price-to-earnings ratio of 24.71 and a beta of 1.10.

iShares Morningstar Small-Cap Growth ETF 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.