Jacksonville Wealth Management LLC Invests $834,000 in iShares Morningstar Small-Cap Growth ETF $ISCG

Jacksonville Wealth Management LLC bought a new position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 15,031 shares of the company’s stock, valued at approximately $834,000.

Several other large investors have also recently modified their holdings of the company. Jane Street Group LLC boosted its stake in iShares Morningstar Small-Cap Growth ETF by 249.2% in the first quarter. Jane Street Group LLC now owns 38,309 shares of the company’s stock valued at $1,726,000 after acquiring an additional 27,337 shares in the last quarter. Raymond James Financial Inc. grew its stake in iShares Morningstar Small-Cap Growth ETF by 0.4% during the 2nd quarter. Raymond James Financial Inc. now owns 117,644 shares of the company’s stock worth $5,854,000 after buying an additional 430 shares during the last quarter. Monograph Wealth Advisors LLC purchased a new position in iShares Morningstar Small-Cap Growth ETF during the 2nd quarter worth $205,000. Smartleaf Asset Management LLC raised its stake in iShares Morningstar Small-Cap Growth ETF by 13.9% in the second quarter. Smartleaf Asset Management LLC now owns 2,704 shares of the company’s stock valued at $134,000 after buying an additional 331 shares during the last quarter. Finally, Visionary Wealth Advisors boosted its holdings in iShares Morningstar Small-Cap Growth ETF by 82.1% in the second quarter. Visionary Wealth Advisors now owns 9,877 shares of the company’s stock worth $491,000 after acquiring an additional 4,453 shares in the last quarter.

iShares Morningstar Small-Cap Growth ETF Stock Up 0.3%

Shares of iShares Morningstar Small-Cap Growth ETF stock opened at $61.97 on Tuesday. The firm has a market capitalization of $969.83 million, a P/E ratio of 26.03 and a beta of 1.13. iShares Morningstar Small-Cap Growth ETF has a 52 week low of $46.30 and a 52 week high of $62.38. The company has a 50 day moving average price of $57.76 and a 200 day moving average price of $57.08.

iShares Morningstar Small-Cap Growth ETF Company 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. ISCG was launched on Jun 28, 2004 and is managed by BlackRock.