Summary
ISCG Chart
IJT Plays Small-Cap Growth With Guardrails, ISCG Goes All In
Explore how these two small-cap growth ETFs differ in cost, diversification, and risk to help refine your investment strategy.
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.
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.
iShares Morningstar Small-Cap Growth ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 10,213 | $497,709.03 | $649,955.32 | $152,246.29 | 30.59% |
 Vaughan & Co. Securities Inc. Vaughan & Co. Securities Inc. | 24,435 | $880,772.86 | $1.56M | $674,270.54 | 76.55% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,523 | $132,011.52 | $160,563.72 | $28,552.2 | 21.63% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 3,867 | $153,737.49 | $245,631.84 | $91,894.35 | 59.77% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 9,338 | $444,341.44 | $594,270.32 | $149,928.88 | 33.74% |
iShares Morningstar Small-Cap Growth ETF (ISCG) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has iShares Morningstar Small-Cap Growth ETF ever had a stock split?
iShares Morningstar Small-Cap Growth ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is a specialized investment vehicle designed to provide investors with exposure to the U.S. small-cap market, specifically targeting companies that demonstrate strong growth characteristics. By committing at least 80% of its assets to holdings that mirror the composition of its underlying index, the fund ensures a focused investment strategy that aligns with the growth prospects of small-capitalization companies. This strategic alignment is further enhanced by selecting investments with economic traits nearly identical to those of the index's components, thereby offering a high level of fidelity to the growth-oriented investment thesis. This index, meticulously curated by Morningstar, Inc., reflects a performance measurement of small-cap U.S. stocks identified for their above-average growth potential through a proprietary methodology. This approach underscores the fund's objective to capitalize on the dynamism and growth potential inherent in the small-cap sector, making it a compelling choice for investors seeking growth through exposure to this segment of the market.
Products and Services
Small-cap Growth Equity Investments: The fund's primary product is the investment service it offers, targeting small-cap companies with high growth potential. By focusing on this niche, the fund aims to capitalize on the agility and rapid growth potential of smaller companies that are often underrepresented in larger indices. This service is ideal for investors looking to diversify their portfolios with growth-oriented equity investments.
Index-aligned Investment Strategy: Adhering closely to the underlying index curated by Morningstar, Inc., the fund adopts a strategy that emphasizes investments in small-cap companies that exhibit growth characteristics aligning with the index's performance criteria. This methodology ensures that the fund's investments are not only guided by a well-established definition of growth but are also reflective of the performance dynamics of the U.S. small-cap sector, providing a structured and focused investment approach.
