MB Generational Wealth LLC Invests $6.26 Million in iShares Morningstar Small-Cap Value ETF $ISCV

MB Generational Wealth LLC bought a new stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 93,893 shares of the company’s stock, valued at approximately $6,257,000. iShares Morningstar Small-Cap Value ETF comprises 4.0% of MB Generational Wealth LLC’s portfolio, making the stock its 7th biggest position.

Several other institutional investors and hedge funds have also bought and sold shares of ISCV. Bank of Montreal Can acquired a new position in iShares Morningstar Small-Cap Value ETF during the second quarter valued at approximately $29,000. PNC Financial Services Group Inc. raised its stake in shares of iShares Morningstar Small-Cap Value ETF by 67.6% during the 2nd quarter. PNC Financial Services Group Inc. now owns 870 shares of the company’s stock worth $53,000 after purchasing an additional 351 shares in the last quarter. Chilton Capital Management LLC acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF in the 3rd quarter valued at approximately $122,000. Smartleaf Asset Management LLC grew its stake in shares of iShares Morningstar Small-Cap Value ETF by 8.3% in the second quarter. Smartleaf Asset Management LLC now owns 2,621 shares of the company’s stock valued at $161,000 after buying an additional 201 shares in the last quarter. Finally, Greykasell Wealth Strategies Inc. bought a new position in shares of iShares Morningstar Small-Cap Value ETF in the third quarter valued at $168,000.

iShares Morningstar Small-Cap Value ETF Price Performance

Shares of ISCV stock opened at $74.37 on Monday. The company has a fifty day moving average price of $70.62 and a two-hundred day moving average price of $67.56. iShares Morningstar Small-Cap Value ETF has a one year low of $50.53 and a one year high of $74.45. The stock has a market cap of $632.15 million, a P/E ratio of 13.52 and a beta of 1.11.

About iShares Morningstar Small-Cap Value ETF

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. ISCV was launched on Jun 28, 2004 and is managed by BlackRock.