Panoramic Investment Advisors LLC Increases Stock Holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Panoramic Investment Advisors LLC grew its holdings in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 1.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,702 shares of the company’s stock after purchasing an additional 227 shares during the quarter. Panoramic Investment Advisors LLC owned approximately 0.20% of iShares Morningstar Small-Cap Value ETF worth $869,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in ISCV. Abel Hall LLC bought a new position in shares of iShares Morningstar Small-Cap Value ETF in the fourth quarter worth about $210,000. Jim Saulnier & Associates LLC increased its holdings in iShares Morningstar Small-Cap Value ETF by 26.2% in the 4th quarter. Jim Saulnier & Associates LLC now owns 10,190 shares of the company’s stock worth $646,000 after acquiring an additional 2,116 shares in the last quarter. Rodgers & Associates LTD raised its stake in iShares Morningstar Small-Cap Value ETF by 1.3% during the 4th quarter. Rodgers & Associates LTD now owns 32,691 shares of the company’s stock worth $2,073,000 after acquiring an additional 424 shares during the period. Janney Montgomery Scott LLC lifted its holdings in iShares Morningstar Small-Cap Value ETF by 9.8% during the fourth quarter. Janney Montgomery Scott LLC now owns 14,791 shares of the company’s stock valued at $938,000 after purchasing an additional 1,322 shares in the last quarter. Finally, Christopher J. Hasenberg Inc bought a new position in shares of iShares Morningstar Small-Cap Value ETF in the fourth quarter worth approximately $4,671,000.

iShares Morningstar Small-Cap Value ETF Price Performance

Shares of NYSEARCA ISCV opened at $65.32 on Monday. iShares Morningstar Small-Cap Value ETF has a 1 year low of $55.75 and a 1 year high of $70.13. The firm has a fifty day moving average price of $65.42 and a 200-day moving average price of $63.76. The stock has a market cap of $453.97 million, a PE ratio of 11.10 and a beta of 1.14.

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.