KFA Private Wealth Group LLC Has $622,000 Stock Holdings in iShares Morningstar Small-Cap ETF $ISCB

KFA Private Wealth Group LLC cut its holdings in shares of iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB) by 1.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,679 shares of the company’s stock after selling 169 shares during the period. KFA Private Wealth Group LLC owned about 0.27% of iShares Morningstar Small-Cap ETF worth $622,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Comerica Bank boosted its position in iShares Morningstar Small-Cap ETF by 30.3% during the 1st quarter. Comerica Bank now owns 929 shares of the company’s stock worth $50,000 after buying an additional 216 shares during the period. WPG Advisers LLC acquired a new position in shares of iShares Morningstar Small-Cap ETF in the 1st quarter worth approximately $88,000. Wealth Enhancement Advisory Services LLC acquired a new position in shares of iShares Morningstar Small-Cap ETF in the 4th quarter worth approximately $217,000. Jones Financial Companies Lllp lifted its position in shares of iShares Morningstar Small-Cap ETF by 169.3% in the 1st quarter. Jones Financial Companies Lllp now owns 4,801 shares of the company’s stock worth $260,000 after purchasing an additional 3,018 shares during the period. Finally, Cetera Investment Advisers lifted its position in shares of iShares Morningstar Small-Cap ETF by 5.8% in the 1st quarter. Cetera Investment Advisers now owns 9,039 shares of the company’s stock worth $490,000 after purchasing an additional 499 shares during the period. 0.01% of the stock is currently owned by institutional investors and hedge funds.

iShares Morningstar Small-Cap ETF Stock Performance

Shares of NYSEARCA ISCB opened at $62.02 on Friday. The company has a market capitalization of $244.98 million, a P/E ratio of 35.64 and a beta of 1.15. iShares Morningstar Small-Cap ETF has a 52-week low of $46.59 and a 52-week high of $64.88. The company’s 50 day moving average price is $62.45 and its 200-day moving average price is $58.12.

iShares Morningstar Small-Cap ETF Company Profile

The iShares Morningstar Small-Cap ETF (ISCB) is an exchange-traded fund that is based on the Morningstar US Small Cap Extended index, a market-cap-weighted index of US small-cap stocks ISCB was launched on Jun 28, 2004 and is managed by BlackRock.