Atria Wealth Solutions Inc. Increases Stock Position in iShares Morningstar Small-Cap Growth ETF $ISCG

Atria Wealth Solutions Inc. grew its position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 106.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,690 shares of the company’s stock after purchasing an additional 7,053 shares during the period. Atria Wealth Solutions Inc. owned about 0.10% of iShares Morningstar Small-Cap Growth ETF worth $686,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Mather Group LLC. purchased a new stake in shares of iShares Morningstar Small-Cap Growth ETF in the first quarter valued at about $40,000. Geneos Wealth Management Inc. grew its position in iShares Morningstar Small-Cap Growth ETF by 508.3% during the first quarter. Geneos Wealth Management Inc. now owns 2,354 shares of the company’s stock valued at $106,000 after buying an additional 1,967 shares during the period. Smartleaf Asset Management LLC grew its position in iShares Morningstar Small-Cap Growth ETF by 23.2% during the first quarter. Smartleaf Asset Management LLC now owns 2,373 shares of the company’s stock valued at $107,000 after buying an additional 447 shares during the period. Harbour Investments Inc. grew its position in iShares Morningstar Small-Cap Growth ETF by 18.6% during the first quarter. Harbour Investments Inc. now owns 3,777 shares of the company’s stock valued at $170,000 after buying an additional 592 shares during the period. Finally, Towerpoint Wealth LLC bought a new position in iShares Morningstar Small-Cap Growth ETF during the second quarter valued at about $218,000.

iShares Morningstar Small-Cap Growth ETF Stock Performance

ISCG opened at $54.77 on Friday. The firm has a market cap of $764.04 million, a P/E ratio of 26.03 and a beta of 1.09. The firm has a 50-day moving average of $53.71 and a 200 day moving average of $49.64. iShares Morningstar Small-Cap Growth ETF has a fifty-two week low of $38.73 and a fifty-two week high of $56.28.

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.