Ishares Morningstar Small Cap Etf Profile
| ISCG Etf | USD 58.34 0.22 0.38% |
PerformanceSoft
| Odds Of DistressLow
|
IShares Morningstar is trading at 58.34 as of the 4th of March 2026. This is a 0.38 percent increase since the beginning of the trading day. The etf's lowest day price was 57.0. IShares Morningstar has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat soft performance during the last 90 days. The performance scores are derived for the period starting the 4th of December 2025 and ending today, the 4th of March 2026. Click here to learn more.
The fund will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. Mstar Small-Cap is traded on NYSEARCA Exchange in the United States.. More on iShares Morningstar Small Cap
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IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Small Cap ETFs, Size And Style ETFs, Small Growth, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2004-06-28 |
| Benchmark | Morningstar US Small Cap Broad Growth Extended Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 881.42 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | J.P. Morgan Chase Bank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | J.P. Morgan Chase Bank, N.A. |
| Fiscal Year End | 30-Apr |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 973 |
| Market Maker | Virtu Financial |
| Total Expense | 0.06 |
| Management Fee | 0.06 |
| Country Name | USA |
| Returns Y T D | 6.02 |
| Name | iShares Morningstar Small-Cap Growth ETF |
| Currency Code | USD |
| Open Figi | BBG000BRNNW6 |
| In Threey Volatility | 17.63 |
| 1y Volatility | 11.64 |
| 200 Day M A | 53.7865 |
| 50 Day M A | 58.0724 |
| Code | ISCG |
| Updated At | 3rd of March 2026 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.6 |
iShares Morningstar Small Cap [ISCG] is traded in USA and was established 2004-06-28. The fund is listed under Small Growth category and is part of iShares family. The entity is thematically classified as Small Cap ETFs. iShares Morningstar currently have 339.5 M in assets under management (AUM). , while the total return for the last 3 years was 14.8%.
Check IShares Morningstar Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Morningstar Small Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
iShares Morningstar Currency Exposure
iShares Morningstar Small Cap holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Morningstar will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares Morningstar Small Cap.
IShares Morningstar Top Holders
| DWAW | AdvisorShares Dorsey Wright | Etf | Large Blend |
iShares Morningstar Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Morningstar. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.804 | |||
| Semi Deviation | 0.8401 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.07 |
iShares Morningstar Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. iShares Morningstar Tanh Of Price Series is a hyperbolic price transformation function.
IShares Morningstar Against Markets
IShares Etf Analysis Notes
IShares Morningstar is is formed as Regulated Investment Company in the United States. ETF is managed and operated by J.P. Morgan Chase Bank, N.A.. The fund has 973 constituents across multiple sectors and instustries. The fund charges 0.06 percent management fee with a total expences of 0.06 percent of total asset. The fund created returns of 3.0% over the last ten years. iShares Morningstar retains 99.8% of assets under management (AUM) in equities. The fund will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. Mstar Small-Cap is traded on NYSEARCA Exchange in the United States. To learn more about iShares Morningstar Small Cap call the company at NA.iShares Morningstar Investment Alerts
| Latest headline from fool.com: Better Buy How Small-Cap ETFs ISCG and IJT Compare on Fees, Risk, and Income | |
| The fund retains 99.8% of its assets under management (AUM) in equities |
IShares Morningstar Thematic Classifications
In addition to having IShares Morningstar etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Small Cap ETFsUSA ETFs from Small Cap clasification | |
| Size And Style ETFsUSA ETFs from Size And Style clasification |
Management Efficiency
IShares Morningstar's management efficiency ratios could be used to measure how well IShares Morningstar manages its routine affairs as well as how well it operates its assets and liabilities.IShares Morningstar showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Returns 3 Y 14.86 | Returns 5 Y 2.92 | Returns 1 Y 22.09 | Total Assets 923.8 M | Yield 0.59 |
Top iShares Morningstar Small Cap Etf Constituents
| NTLA | Intellia Therapeutics | Stock | |
| TTEK | Tetra Tech | Stock | |
| TNDM | Tandem Diabetes Care | Stock | |
| STAA | STAAR Surgical | Stock | |
| SRPT | Sarepta Therapeutics | Stock | |
| SLAB | Silicon Laboratories | Stock | |
| REXR | Rexford Industrial Realty | Stock | |
| RARE | Ultragenyx | Stock | |
| PLUG | Plug Power | Stock | |
| PLTR | Palantir Technologies | Stock | |
| PEN | Penumbra | Stock | |
| PACB | Pacific Biosciences of | Stock | |
| NTRA | Natera Inc | Stock | |
| ARWR | Arrowhead Pharmaceuticals | Stock | |
| MKSI | MKS Instruments | Stock | |
| MANH | Manhattan Associates | Stock | |
| LSCC | Lattice Semiconductor | Stock | |
| HQY | HealthEquity | Stock | |
| FR | First Industrial Realty | Stock | |
| FFIN | First Financial Bankshares | Stock | |
| EGP | EastGroup Properties | Stock | |
| EEFT | Euronet Worldwide | Stock | |
| DKNG | DraftKings | Stock | |
| CROX | Crocs Inc | Stock | |
| CHDN | Churchill Downs Incorporated | Stock | |
| BHVN | Biohaven Pharmaceutical Holding | Stock | |
| AXON | Axon Enterprise | Stock |
Institutional Etf Holders for IShares Morningstar
Have you ever been surprised when a price of an equity instrument such as IShares Morningstar is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading iShares Morningstar Small Cap backward and forwards among themselves. IShares Morningstar's institutional investor refers to the entity that pools money to purchase IShares Morningstar's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| DWAW | AdvisorShares Dorsey Wright | Etf | Large Blend |
IShares Morningstar Outstanding Bonds
IShares Morningstar issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. iShares Morningstar uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IShares bonds can be classified according to their maturity, which is the date when iShares Morningstar Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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IShares Morningstar Predictive Daily Indicators
IShares Morningstar intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of IShares Morningstar etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
IShares Morningstar Forecast Models
IShares Morningstar's time-series forecasting models are one of many IShares Morningstar's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary IShares Morningstar's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Morningstar Small Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Understanding iShares Morningstar requires distinguishing between market price and book value, where the latter reflects IShares's accounting equity. The concept of intrinsic value - what IShares Morningstar's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Market sentiment, economic cycles, and investor behavior can push IShares Morningstar's price substantially above or below its fundamental value.
Please note, there is a significant difference between IShares Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, IShares Morningstar's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.