Phoenix Wealth Advisors Boosts Position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Phoenix Wealth Advisors lifted its stake in shares of iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 20.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 35,236 shares of the company’s stock after acquiring an additional 6,024 shares during the period. Phoenix Wealth Advisors owned 0.29% of iShares Morningstar Small-Cap Growth ETF worth $1,743,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. TD Private Client Wealth LLC raised its holdings in shares of iShares Morningstar Small-Cap Growth ETF by 2.2% during the 3rd quarter. TD Private Client Wealth LLC now owns 14,600 shares of the company’s stock worth $715,000 after acquiring an additional 309 shares during the period. Key Financial Inc increased its position in shares of iShares Morningstar Small-Cap Growth ETF by 4.3% during the 3rd quarter. Key Financial Inc now owns 13,403 shares of the company’s stock worth $656,000 after purchasing an additional 549 shares during the last quarter. Opes Wealth Management LLC increased its position in shares of iShares Morningstar Small-Cap Growth ETF by 0.8% during the 3rd quarter. Opes Wealth Management LLC now owns 104,440 shares of the company’s stock worth $5,113,000 after purchasing an additional 833 shares during the last quarter. Beam Wealth Advisors Inc. increased its position in shares of iShares Morningstar Small-Cap Growth ETF by 3.1% during the 3rd quarter. Beam Wealth Advisors Inc. now owns 29,194 shares of the company’s stock worth $1,429,000 after purchasing an additional 888 shares during the last quarter. Finally, CreativeOne Wealth LLC increased its position in shares of iShares Morningstar Small-Cap Growth ETF by 7.5% during the 3rd quarter. CreativeOne Wealth LLC now owns 13,142 shares of the company’s stock worth $643,000 after purchasing an additional 915 shares during the last quarter.

iShares Morningstar Small-Cap Growth ETF Trading Up 2.1 %

Shares of NYSEARCA:ISCG opened at $52.05 on Wednesday. The business has a 50-day moving average price of $51.43 and a 200 day moving average price of $49.23. The company has a market capitalization of $632.41 million, a price-to-earnings ratio of 21.98 and a beta of 1.23. iShares Morningstar Small-Cap Growth ETF has a 12-month low of $42.30 and a 12-month high of $54.34.

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.