VAUGHAN & Co SECURITIES INC. Sells 3,177 Shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

VAUGHAN & Co SECURITIES INC. cut its holdings in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 1.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 260,523 shares of the company’s stock after selling 3,177 shares during the period. iShares Morningstar Small-Cap Value ETF makes up approximately 10.0% of VAUGHAN & Co SECURITIES INC.’s investment portfolio, making the stock its 5th largest position. VAUGHAN & Co SECURITIES INC. owned about 3.75% of iShares Morningstar Small-Cap Value ETF worth $16,520,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Christopher J. Hasenberg Inc bought a new position in shares of iShares Morningstar Small-Cap Value ETF during the 4th quarter valued at $4,671,000. IHT Wealth Management LLC raised its position in iShares Morningstar Small-Cap Value ETF by 69.6% in the 3rd quarter. IHT Wealth Management LLC now owns 40,396 shares of the company’s stock worth $2,552,000 after buying an additional 16,575 shares during the last quarter. JPMorgan Chase & Co. increased its position in iShares Morningstar Small-Cap Value ETF by 125.0% during the third quarter. JPMorgan Chase & Co. now owns 40,071 shares of the company’s stock valued at $2,544,000 after acquiring an additional 22,264 shares during the last quarter. EP Wealth Advisors LLC purchased a new stake in shares of iShares Morningstar Small-Cap Value ETF in the 3rd quarter worth $2,189,000. Finally, Rodgers & Associates LTD boosted its position in shares of iShares Morningstar Small-Cap Value ETF by 1.3% in the fourth quarter. Rodgers & Associates LTD now owns 32,691 shares of the company’s stock worth $2,073,000 after purchasing an additional 424 shares during the period.

iShares Morningstar Small-Cap Value ETF Price Performance

NYSEARCA:ISCV opened at $65.39 on Thursday. The stock’s 50 day simple moving average is $65.16 and its two-hundred day simple moving average is $63.82. iShares Morningstar Small-Cap Value ETF has a 1 year low of $55.83 and a 1 year high of $70.13. The company has a market cap of $454.46 million, a price-to-earnings 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.