iShares Morningstar Small-Cap Growth ETF
ISCG
Market cap $662M

52.74 USD

-0.72

1.35%

At close Nov 12, 4:00 PM EST

1 day

-1.35%

5 days

1.78%

1 month

6.05%

3 months

17.07%

6 months

15.94%

Year to date

21.46%

1 year

41.32%

5 years

55.71%

10 years

138.10%

0

Funds holding %

of 6,759 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

2% less funds holding

Funds holding: 133 [Q1] → 131 (-2) [Q2]

3.51% less ownership

Funds ownership: 61.17% [Q1] → 57.66% (-3.51%) [Q2]

7% less capital invested

Capital invested by funds: $341M [Q1] → $319M (-$22.8M) [Q2]

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

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Research analyst outlook

We haven’t received any recent analyst ratings for ISCG.

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Financial journalist opinion

Zacks Investment Research

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

Launched on 06/28/2004, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

Zacks Investment Research

Small-Cap ETFs Set to Outperform After Fed Rate Cuts

Small caps tend to outperform as falling borrowing costs are a tailwind. These companies rely more on debt than their larger-cap peers.

Small-Cap ETFs Set to Outperform After Fed Rate Cuts

Zacks Investment Research

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund launched on 06/28/2004.

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

ISCG: Soft Quality, Elevated Volatility, Sluggish Performance

ISCG is a passively managed investment vehicle focused on small-cap stocks with appealing growth characteristics. Since the index change in 2021, ISCG's results have been lackluster as it has underperformed small-cap peers and the market has proxied with IVV. Neither its growth nor its value and quality characteristics are appealing enough.

ISCG: Soft Quality, Elevated Volatility, Sluggish Performance

Zacks Investment Research

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares Morningstar Small-Cap Growth ETF (ISCG), a passively managed exchange traded fund launched on 06/28/2004.

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

ISCG: Nothing Special Among Small-Cap Growth Funds

iShares Morningstar Small-Cap Growth ETF is a "me-too" fund that doesn't differentiate itself much from other small-cap growth ETFs. ISCG provides targeted access to small-cap domestic stocks that are projected to grow at an above-average rate compared to the market. The fund has a low expense ratio and offers diversification with 1,000 individual holdings, but investing in ISCG carries risks due to its focus on small-cap companies and sensitivity to market fluctuations.

ISCG: Nothing Special Among Small-Cap Growth Funds

Zacks Investment Research

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares Morningstar Small-Cap Growth ETF (ISCG), a passively managed exchange traded fund launched on 06/28/2004.

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

Zacks Investment Research

Small Businesses Most Confident Since 2021: ETFs in Focus

There is a growing sense of optimism among small business owners, signaling resilience and adaptability in the face of economic headwinds.

Small Businesses Most Confident Since 2021: ETFs in Focus

Zacks Investment Research

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares Morningstar Small-Cap Growth ETF (ISCG), a passively managed exchange traded fund launched on 06/28/2004.

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

ISCG: Gap To Catch-Up To The General Rally

The iShares Morningstar Small-Cap Growth ETF has not participated in the recent rallies of the US market and other market segment indices. ISCG is a mid and small-cap ETF, with a focus on tech and growth sectors in somewhat similar magnitude to the broad index. ISCG also has the benefit of best-in-class expense ratios, in addition to the possibility of catching up to the broader indices.

ISCG: Gap To Catch-Up To The General Rally

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