ISCV icon

iShares Morningstar Small-Cap Value ETF

63.37 USD
-0.33
0.52%
At close Jan 7, 4:00 PM EST
1 day
-0.52%
5 days
-0.50%
1 month
-6.40%
3 months
1.49%
6 months
10.27%
Year to date
0.43%
1 year
8.66%
5 years
33.72%
10 years
51.60%
0
Funds holding %
of 6,810 funds
Analysts bullish %

Fund manager confidence

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

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

6% more funds holding

Funds holding: 106 [Q2] → 112 (+6) [Q3]

0% more funds holding in top 10

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

4% less capital invested

Capital invested by funds: $197M [Q2] → $190M (-$7.57M) [Q3]

5.91% less ownership

Funds ownership: 48.56% [Q2] → 42.65% (-5.91%) [Q3]

35% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 40

Research analyst outlook

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

Financial journalist opinion

Neutral
Zacks Investment Research
4 weeks ago
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on 06/28/2004.
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Neutral
Zacks Investment Research
3 months ago
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Positive
Seeking Alpha
3 months ago
ISCV: Good Value And Dividend Growth, But Average Return
iShares Morningstar Small-Cap Value ETF combines two factors of the Fama-French model, size and value. ISCV is well-diversified across holdings, but the concentration in the financial sector, especially in regional banks, is a factor of risk. Fundamental metrics confirm the value denomination and ISCV distribution growth has beaten inflation by a wide margin.
ISCV: Good Value And Dividend Growth, But Average Return
Neutral
Zacks Investment Research
5 months ago
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Launched on 06/28/2004, the iShares Morningstar Small-Cap Value ETF (ISCV) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Neutral
Zacks Investment Research
7 months ago
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Positive
The Motley Fool
8 months ago
2 Powerhouse ETFs to Buy With $500 Right Now
ETFs provide a quick, convenient way for investors to obtain diversification. Midcap-focused ETFs can provide exposure beyond the big-cap giants.
Neutral
Zacks Investment Research
9 months ago
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on 06/28/2004.
Should iShares Morningstar Small-Cap Value ETF (ISCV) 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.
Positive
The Motley Fool
10 months ago
2 ETFs That Could Turn $100 Per Month Into $2.2 Million With Little Effort Required
Two similar ETFs focus on a group of stocks that have delivered exceptional returns over the long term. Based on the historical average annual returns, investing $100 each month could grow to $2.2 million over time.
Neutral
Zacks Investment Research
11 months ago
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
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