Ipsen Advisor Group LLC Raises Holdings in iShares Morningstar Small-Cap Growth ETF $ISCG

Ipsen Advisor Group LLC raised its stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 3.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 112,232 shares of the company’s stock after purchasing an additional 3,334 shares during the period. iShares Morningstar Small-Cap Growth ETF accounts for approximately 4.3% of Ipsen Advisor Group LLC’s investment portfolio, making the stock its 6th largest holding. Ipsen Advisor Group LLC owned about 0.82% of iShares Morningstar Small-Cap Growth ETF worth $5,585,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Key Financial Inc boosted its holdings in shares of iShares Morningstar Small-Cap Growth ETF by 33.8% in the 2nd quarter. Key Financial Inc now owns 24,203 shares of the company’s stock valued at $1,204,000 after buying an additional 6,120 shares in the last quarter. Beam Wealth Advisors Inc. lifted its position in iShares Morningstar Small-Cap Growth ETF by 63.1% during the second quarter. Beam Wealth Advisors Inc. now owns 59,549 shares of the company’s stock valued at $2,963,000 after acquiring an additional 23,049 shares during the last quarter. Atria Investments Inc lifted its position in iShares Morningstar Small-Cap Growth ETF by 4.4% during the second quarter. Atria Investments Inc now owns 295,476 shares of the company’s stock valued at $14,703,000 after acquiring an additional 12,321 shares during the last quarter. Assetmark Inc. boosted its stake in iShares Morningstar Small-Cap Growth ETF by 121.4% in the second quarter. Assetmark Inc. now owns 899 shares of the company’s stock valued at $45,000 after acquiring an additional 493 shares in the last quarter. Finally, GWN Securities Inc. grew its holdings in iShares Morningstar Small-Cap Growth ETF by 21.0% in the second quarter. GWN Securities Inc. now owns 7,618 shares of the company’s stock worth $379,000 after purchasing an additional 1,322 shares during the last quarter.

iShares Morningstar Small-Cap Growth ETF Trading Down 1.6%

Shares of ISCG stock opened at $54.06 on Friday. iShares Morningstar Small-Cap Growth ETF has a 12-month low of $38.73 and a 12-month high of $56.67. The business’s fifty day simple moving average is $54.59 and its 200-day simple moving average is $50.93. The company has a market cap of $756.84 million, a PE ratio of 26.03 and a beta of 1.10.

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.