ISCG icon

iShares Morningstar Small-Cap Growth ETF

52.05 USD
+0.20
0.39%
At close Jan 23, 4:00 PM EST
After hours
51.46
-0.59
1.13%
1 day
0.39%
5 days
3.21%
1 month
4.20%
3 months
6.64%
6 months
8.05%
Year to date
5.17%
1 year
20.21%
5 years
42.21%
10 years
131.23%
0
Funds holding %
of 6,823 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

15% more capital invested

Capital invested by funds: $337M [Q2] → $388M (+$50.4M) [Q3]

3.32% more ownership

Funds ownership: 61.06% [Q2] → 64.38% (+3.32%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

7% less funds holding

Funds holding: 131 [Q2] → 122 (-9) [Q3]

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Research analyst outlook

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

Financial journalist opinion

Neutral
Zacks Investment Research
1 month ago
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?
Neutral
Zacks Investment Research
3 months ago
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?
Positive
Zacks Investment Research
4 months ago
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
Neutral
Zacks Investment Research
5 months ago
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?
Negative
Seeking Alpha
5 months ago
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
Neutral
Zacks Investment Research
7 months ago
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?
Negative
Seeking Alpha
9 months ago
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.
Neutral
Zacks Investment Research
9 months ago
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?
Positive
Zacks Investment Research
10 months ago
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.
Neutral
Zacks Investment Research
1 year ago
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?
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