Kellett Wealth Advisors LLC Sells 788 Shares of iShares Morningstar Mid-Cap Growth ETF $IMCG

Kellett Wealth Advisors LLC trimmed its stake in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 1.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,809 shares of the company’s stock after selling 788 shares during the quarter. iShares Morningstar Mid-Cap Growth ETF accounts for 2.7% of Kellett Wealth Advisors LLC’s holdings, making the stock its 9th largest holding. Kellett Wealth Advisors LLC owned about 0.15% of iShares Morningstar Mid-Cap Growth ETF worth $4,157,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently bought and sold shares of IMCG. Dynamic Advisor Solutions LLC grew its stake in iShares Morningstar Mid-Cap Growth ETF by 8.8% during the 1st quarter. Dynamic Advisor Solutions LLC now owns 3,874 shares of the company’s stock worth $277,000 after purchasing an additional 314 shares in the last quarter. Janney Montgomery Scott LLC grew its stake in iShares Morningstar Mid-Cap Growth ETF by 3.2% during the 1st quarter. Janney Montgomery Scott LLC now owns 47,805 shares of the company’s stock worth $3,415,000 after purchasing an additional 1,478 shares in the last quarter. Sagespring Wealth Partners LLC grew its stake in iShares Morningstar Mid-Cap Growth ETF by 1.9% during the 1st quarter. Sagespring Wealth Partners LLC now owns 23,390 shares of the company’s stock worth $1,671,000 after purchasing an additional 435 shares in the last quarter. QRG Capital Management Inc. acquired a new position in iShares Morningstar Mid-Cap Growth ETF during the 1st quarter worth $589,000. Finally, Financial Perspectives Inc grew its stake in iShares Morningstar Mid-Cap Growth ETF by 11.7% during the 1st quarter. Financial Perspectives Inc now owns 1,553 shares of the company’s stock worth $111,000 after purchasing an additional 163 shares in the last quarter.

iShares Morningstar Mid-Cap Growth ETF Price Performance

IMCG opened at $81.97 on Tuesday. iShares Morningstar Mid-Cap Growth ETF has a 12 month low of $61.65 and a 12 month high of $83.66. The stock has a market capitalization of $3.18 billion, a price-to-earnings ratio of 28.77 and a beta of 1.08. The business has a fifty day moving average price of $81.88 and a 200 day moving average price of $78.05.

iShares Morningstar Mid-Cap Growth ETF 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.