Madison Wealth Partners Inc Has $3.11 Million Stake in iShares Morningstar Value ETF (NYSEARCA:ILCV)

Madison Wealth Partners Inc raised its position in iShares Morningstar Value ETF (NYSEARCA:ILCV) by 2.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 38,444 shares of the company’s stock after purchasing an additional 966 shares during the period. iShares Morningstar Value ETF accounts for approximately 0.9% of Madison Wealth Partners Inc’s portfolio, making the stock its 21st largest position. Madison Wealth Partners Inc owned 0.32% of iShares Morningstar Value ETF worth $3,113,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of ILCV. Stratos Wealth Partners LTD. bought a new stake in shares of iShares Morningstar Value ETF in the 4th quarter valued at $230,000. Barrett & Company Inc. increased its stake in shares of iShares Morningstar Value ETF by 2.5% in the 4th quarter. Barrett & Company Inc. now owns 98,727 shares of the company’s stock valued at $7,995,000 after acquiring an additional 2,376 shares in the last quarter. JPMorgan Chase & Co. increased its stake in shares of iShares Morningstar Value ETF by 9.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 144,983 shares of the company’s stock valued at $11,918,000 after acquiring an additional 12,177 shares in the last quarter. Woodard & Co. Asset Management Group Inc. ADV increased its stake in shares of iShares Morningstar Value ETF by 4,585.5% in the 4th quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 288,156 shares of the company’s stock valued at $23,335,000 after acquiring an additional 282,006 shares in the last quarter. Finally, Geneos Wealth Management Inc. increased its stake in shares of iShares Morningstar Value ETF by 77.6% in the 4th quarter. Geneos Wealth Management Inc. now owns 1,900 shares of the company’s stock valued at $154,000 after acquiring an additional 830 shares in the last quarter.

iShares Morningstar Value ETF Trading Down 0.5 %

Shares of ILCV stock opened at $80.10 on Thursday. The firm has a market capitalization of $1.01 billion, a PE ratio of 20.41 and a beta of 0.92. The firm has a fifty day simple moving average of $83.05 and a two-hundred day simple moving average of $82.58. iShares Morningstar Value ETF has a 12 month low of $72.83 and a 12 month high of $85.63.

iShares Morningstar Value ETF Profile

The iShares Morningstar Value ETF (ILCV) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted index of value stocks, selected from the top 90% of the US market-cap spectrum. ILCV was launched on Jun 28, 2004 and is managed by BlackRock.