iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) Shares Acquired by Jim Saulnier & Associates LLC

Jim Saulnier & Associates LLC lifted its stake in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 23.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 20,766 shares of the company’s stock after buying an additional 3,919 shares during the quarter. iShares Morningstar Mid-Cap Growth ETF makes up 1.4% of Jim Saulnier & Associates LLC’s holdings, making the stock its 16th largest position. Jim Saulnier & Associates LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $1,568,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Capital Asset Advisory Services LLC boosted its position in iShares Morningstar Mid-Cap Growth ETF by 5.8% in the 4th quarter. Capital Asset Advisory Services LLC now owns 16,895 shares of the company’s stock worth $1,295,000 after purchasing an additional 930 shares in the last quarter. Kingswood Wealth Advisors LLC boosted its holdings in iShares Morningstar Mid-Cap Growth ETF by 199.0% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 47,818 shares of the company’s stock worth $3,612,000 after buying an additional 31,824 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in iShares Morningstar Mid-Cap Growth ETF by 2.4% during the fourth quarter. Geneos Wealth Management Inc. now owns 5,908 shares of the company’s stock worth $446,000 after buying an additional 141 shares in the last quarter. Accel Wealth Management grew its position in iShares Morningstar Mid-Cap Growth ETF by 2.5% during the fourth quarter. Accel Wealth Management now owns 17,281 shares of the company’s stock valued at $1,305,000 after buying an additional 416 shares during the period. Finally, Cerro Pacific Wealth Advisors LLC purchased a new position in iShares Morningstar Mid-Cap Growth ETF in the fourth quarter valued at $357,000.

iShares Morningstar Mid-Cap Growth ETF Stock Down 0.2 %

IMCG stock opened at $79.58 on Monday. iShares Morningstar Mid-Cap Growth ETF has a 52-week low of $63.84 and a 52-week high of $81.68. The firm has a market cap of $2.30 billion, a P/E ratio of 27.60 and a beta of 1.13. The company’s 50-day simple moving average is $78.21 and its 200-day simple moving average is $73.81.

iShares Morningstar Mid-Cap Growth ETF Company Profile

The iShares Morningstar Mid-Cap Growth ETF (IMCG) is an exchange-traded fund that is based on the Morningstar US Mid Cap Broad Growth index. The fund tracks a market cap-weighted index of US mid-cap stocks companies selected based on their growth characteristics. IMCG was launched on Jun 28, 2004 and is managed by BlackRock.