Jim Saulnier & Associates LLC Increases Stock Holdings in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Jim Saulnier & Associates LLC boosted its holdings in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 5.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,366 shares of the company’s stock after purchasing an additional 254 shares during the quarter. Jim Saulnier & Associates LLC’s holdings in iShares Morningstar Small-Cap Growth ETF were worth $242,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Atria Wealth Solutions Inc. purchased a new stake in iShares Morningstar Small-Cap Growth ETF in the 4th quarter valued at about $358,000. Jane Street Group LLC acquired a new stake in shares of iShares Morningstar Small-Cap Growth ETF in the fourth quarter worth approximately $543,000. Jones Financial Companies Lllp boosted its position in shares of iShares Morningstar Small-Cap Growth ETF by 34.3% in the fourth quarter. Jones Financial Companies Lllp now owns 4,072 shares of the company’s stock worth $201,000 after acquiring an additional 1,040 shares during the last quarter. Ameriprise Financial Inc. grew its holdings in iShares Morningstar Small-Cap Growth ETF by 22.3% in the fourth quarter. Ameriprise Financial Inc. now owns 108,275 shares of the company’s stock valued at $5,355,000 after purchasing an additional 19,708 shares during the period. Finally, Farther Finance Advisors LLC grew its holdings in iShares Morningstar Small-Cap Growth ETF by 70,128.6% in the first quarter. Farther Finance Advisors LLC now owns 4,916 shares of the company’s stock valued at $222,000 after purchasing an additional 4,909 shares during the period.

iShares Morningstar Small-Cap Growth ETF Stock Performance

Shares of ISCG stock opened at $48.23 on Friday. The firm has a market capitalization of $660.75 million, a price-to-earnings ratio of 23.64 and a beta of 1.08. iShares Morningstar Small-Cap Growth ETF has a one year low of $38.73 and a one year high of $54.34. The company has a 50 day moving average price of $46.32 and a 200 day moving average price of $48.02.

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.