6,405 Shares in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) Acquired by Montis Financial LLC

Montis Financial LLC acquired a new stake in shares of iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 6,405 shares of the company’s stock, valued at approximately $317,000. Montis Financial LLC owned 0.05% of iShares Morningstar Small-Cap Growth ETF as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. JPMorgan Chase & Co. grew its holdings in shares of iShares Morningstar Small-Cap Growth ETF by 162.7% in the third quarter. JPMorgan Chase & Co. now owns 1,084,465 shares of the company’s stock worth $53,095,000 after purchasing an additional 671,641 shares during the last quarter. Avantax Advisory Services Inc. boosted its position in iShares Morningstar Small-Cap Growth ETF by 4.3% in the 4th quarter. Avantax Advisory Services Inc. now owns 394,518 shares of the company’s stock valued at $19,513,000 after buying an additional 16,204 shares during the period. Steele Capital Management Inc. grew its stake 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 worth $8,165,000 after acquiring an additional 22,161 shares in the last quarter. Black Diamond Financial LLC increased its position in shares of iShares Morningstar Small-Cap Growth ETF by 5.5% during the fourth 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 during the period. Finally, Raymond James Financial Inc. bought a new stake in shares of iShares Morningstar Small-Cap Growth ETF during the fourth quarter valued at approximately $5,735,000.

iShares Morningstar Small-Cap Growth ETF Stock Performance

Shares of NYSEARCA ISCG opened at $45.67 on Friday. The stock has a 50 day moving average price of $49.67 and a 200 day moving average price of $49.92. The firm has a market capitalization of $598.28 million, a price-to-earnings ratio of 23.86 and a beta of 1.13. iShares Morningstar Small-Cap Growth ETF has a 52-week low of $42.50 and a 52-week high of $54.34.

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.