Opes Wealth Management LLC Has $5.11 Million Stock Holdings in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Opes Wealth Management LLC raised its stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 104,440 shares of the company’s stock after buying an additional 833 shares during the quarter. iShares Morningstar Small-Cap Growth ETF comprises approximately 1.0% of Opes Wealth Management LLC’s investment portfolio, making the stock its 28th biggest holding. Opes Wealth Management LLC owned 0.86% of iShares Morningstar Small-Cap Growth ETF worth $5,113,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Archer Investment Corp increased its holdings in iShares Morningstar Small-Cap Growth ETF by 38.8% during the 2nd quarter. Archer Investment Corp now owns 1,516 shares of the company’s stock worth $69,000 after purchasing an additional 424 shares in the last quarter. Gilliland Jeter Wealth Management LLC bought a new stake in iShares Morningstar Small-Cap Growth ETF in the 2nd quarter valued at approximately $83,000. Tortoise Investment Management LLC acquired a new position in iShares Morningstar Small-Cap Growth ETF during the 2nd quarter worth approximately $133,000. Opal Wealth Advisors LLC bought a new position in shares of iShares Morningstar Small-Cap Growth ETF during the 2nd quarter worth approximately $143,000. Finally, Wealth Enhancement Advisory Services LLC acquired a new stake in shares of iShares Morningstar Small-Cap Growth ETF in the third quarter valued at approximately $213,000.

iShares Morningstar Small-Cap Growth ETF Trading Up 0.5 %

iShares Morningstar Small-Cap Growth ETF stock opened at $49.03 on Monday. The company has a fifty day simple moving average of $48.43 and a 200 day simple moving average of $46.62. iShares Morningstar Small-Cap Growth ETF has a 1-year low of $36.53 and a 1-year high of $50.46. The company has a market cap of $595.71 million, a P/E ratio of 21.98 and a beta of 1.23.

iShares Morningstar Small-Cap Growth ETF 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.