Prosperity Consulting Group LLC Has $2.71 Million Holdings in iShares Morningstar Small-Cap Value ETF $ISCV

Prosperity Consulting Group LLC reduced its holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 5.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,190 shares of the company’s stock after selling 2,510 shares during the quarter. Prosperity Consulting Group LLC’s holdings in iShares Morningstar Small-Cap Value ETF were worth $2,713,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Key Financial Inc boosted its holdings in shares of iShares Morningstar Small-Cap Value ETF by 8.6% in the 2nd quarter. Key Financial Inc now owns 9,311 shares of the company’s stock worth $572,000 after acquiring an additional 735 shares in the last quarter. Bank of Montreal Can bought a new position in iShares Morningstar Small-Cap Value ETF in the 2nd quarter worth approximately $29,000. World Investment Advisors bought a new position in iShares Morningstar Small-Cap Value ETF in the 2nd quarter worth approximately $206,000. GWN Securities Inc. raised its position in iShares Morningstar Small-Cap Value ETF by 12.6% in the 2nd quarter. GWN Securities Inc. now owns 5,038 shares of the company’s stock worth $310,000 after purchasing an additional 565 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its position in iShares Morningstar Small-Cap Value ETF by 540.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 60,270 shares of the company’s stock worth $3,700,000 after purchasing an additional 50,864 shares during the last quarter.

iShares Morningstar Small-Cap Value ETF Price Performance

ISCV stock opened at $66.19 on Tuesday. The company has a 50 day moving average price of $66.76 and a 200 day moving average price of $63.12. iShares Morningstar Small-Cap Value ETF has a fifty-two week low of $50.53 and a fifty-two week high of $70.13. The stock has a market capitalization of $542.76 million, a PE ratio of 13.52 and a beta of 1.11.

iShares Morningstar Small-Cap Value ETF Company 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.