Synergy Financial Group LTD Makes New Investment in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Synergy Financial Group LTD purchased a new stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 7,192 shares of the company’s stock, valued at approximately $356,000. Synergy Financial Group LTD owned about 0.06% of iShares Morningstar Small-Cap Growth ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. JPMorgan Chase & Co. increased its position in shares of iShares Morningstar Small-Cap Growth ETF by 162.7% during the third quarter. JPMorgan Chase & Co. now owns 1,084,465 shares of the company’s stock worth $53,095,000 after buying an additional 671,641 shares during the period. Atria Investments Inc boosted its position in iShares Morningstar Small-Cap Growth ETF by 2.2% during the third quarter. Atria Investments Inc now owns 317,716 shares of the company’s stock valued at $15,555,000 after acquiring an additional 6,844 shares during the last quarter. Steele Capital Management Inc. grew its holdings in iShares Morningstar Small-Cap Growth ETF by 15.4% during the 3rd quarter. Steele Capital Management Inc. now owns 166,476 shares of the company’s stock worth $8,165,000 after acquiring an additional 22,161 shares during the period. Black Diamond Financial LLC raised its position in shares of iShares Morningstar Small-Cap Growth ETF by 5.5% in the 4th quarter. Black Diamond Financial LLC now owns 150,248 shares of the company’s stock worth $7,431,000 after acquiring an additional 7,784 shares in the last quarter. Finally, Opes Wealth Management LLC lifted its stake in shares of 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 period.

iShares Morningstar Small-Cap Growth ETF Price Performance

Shares of iShares Morningstar Small-Cap Growth ETF stock opened at $48.90 on Tuesday. The firm has a market cap of $643.04 million, a price-to-earnings ratio of 24.71 and a beta of 1.10. The stock’s 50-day moving average is $50.63 and its 200 day moving average is $49.97. iShares Morningstar Small-Cap Growth ETF has a one year low of $42.50 and a one year high of $54.34.

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.