195,420 Shares in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) Acquired by Steele Capital Management Inc.

Steele Capital Management Inc. acquired a new position in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 195,420 shares of the company’s stock, valued at approximately $11,571,000. iShares Morningstar Small-Cap Value ETF accounts for 0.8% of Steele Capital Management Inc.’s investment portfolio, making the stock its 27th largest position. Steele Capital Management Inc. owned about 2.75% of iShares Morningstar Small-Cap Value ETF at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Harbor Investment Advisory LLC acquired a new stake in shares of iShares Morningstar Small-Cap Value ETF during the 4th quarter valued at about $68,000. Sage Financial Group Inc. acquired a new position in iShares Morningstar Small-Cap Value ETF in the fourth quarter valued at about $202,000. CWM LLC raised its stake in shares of iShares Morningstar Small-Cap Value ETF by 13.6% in the third quarter. CWM LLC now owns 3,695 shares of the company’s stock worth $191,000 after acquiring an additional 443 shares during the last quarter. NBC Securities Inc. bought a new position in shares of iShares Morningstar Small-Cap Value ETF in the third quarter worth about $278,000. Finally, Citigroup Inc. raised its stake in shares of iShares Morningstar Small-Cap Value ETF by 37.0% in the third quarter. Citigroup Inc. now owns 5,683 shares of the company’s stock worth $294,000 after acquiring an additional 1,535 shares during the last quarter.

iShares Morningstar Small-Cap Value ETF Trading Up 0.6 %

Shares of ISCV traded up $0.33 on Monday, reaching $58.21. 14,209 shares of the company’s stock were exchanged, compared to its average volume of 15,071. The stock has a market capitalization of $407.47 million, a P/E ratio of 10.79 and a beta of 1.15. The business has a 50 day moving average price of $58.58 and a two-hundred day moving average price of $56.17. iShares Morningstar Small-Cap Value ETF has a 12 month low of $47.64 and a 12 month high of $61.41.

iShares Morningstar Small-Cap Value ETF Profile

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.