Synergy Financial Group LTD Takes Position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Synergy Financial Group LTD purchased a new position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG) during the fourth quarter, Holdings Channel reports. The fund purchased 7,192 shares of the company’s stock, valued at approximately $356,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. JPMorgan Chase & Co. grew its holdings in iShares Morningstar Small-Cap Growth ETF by 162.7% during the third quarter. JPMorgan Chase & Co. now owns 1,084,465 shares of the company’s stock valued at $53,095,000 after purchasing an additional 671,641 shares during the period. FMR LLC grew its stake in shares of iShares Morningstar Small-Cap Growth ETF by 30.4% during the 3rd quarter. FMR LLC now owns 5,868 shares of the company’s stock worth $287,000 after acquiring an additional 1,369 shares during the period. Park Avenue Securities LLC purchased a new stake in iShares Morningstar Small-Cap Growth ETF in the 4th quarter worth about $235,000. Wealth Enhancement Advisory Services LLC bought a new stake in iShares Morningstar Small-Cap Growth ETF in the 3rd quarter valued at about $213,000. Finally, Beam Wealth Advisors Inc. lifted its holdings in iShares Morningstar Small-Cap Growth ETF by 3.1% during the third quarter. Beam Wealth Advisors Inc. now owns 29,194 shares of the company’s stock valued at $1,429,000 after purchasing an additional 888 shares during the last quarter.

iShares Morningstar Small-Cap Growth ETF Stock Down 0.7 %

Shares of NYSEARCA:ISCG opened at $48.90 on Tuesday. The firm has a market capitalization of $643.04 million, a PE ratio of 24.71 and a beta of 1.10. The company has a 50-day moving average price of $50.63 and a two-hundred day moving average price of $49.97. iShares Morningstar Small-Cap Growth ETF has a twelve month low of $42.50 and a twelve month high of $54.34.

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.