Elevation Capital Advisory LLC Has $394,000 Stock Holdings in iShares Morningstar Mid-Cap Growth ETF $IMCG

Elevation Capital Advisory LLC trimmed its stake in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 96.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,913 shares of the company’s stock after selling 117,347 shares during the quarter. Elevation Capital Advisory LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $394,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Assetmark Inc. increased its position in iShares Morningstar Mid-Cap Growth ETF by 4.7% in the 1st quarter. Assetmark Inc. now owns 4,840 shares of the company’s stock valued at $346,000 after acquiring an additional 216 shares during the period. Compass Planning Associates Inc increased its position in iShares Morningstar Mid-Cap Growth ETF by 43.8% in the 2nd quarter. Compass Planning Associates Inc now owns 719 shares of the company’s stock valued at $58,000 after acquiring an additional 219 shares during the period. Willner & Heller LLC increased its position in iShares Morningstar Mid-Cap Growth ETF by 2.3% in the 2nd quarter. Willner & Heller LLC now owns 9,914 shares of the company’s stock valued at $795,000 after acquiring an additional 227 shares during the period. Bogart Wealth LLC increased its position in iShares Morningstar Mid-Cap Growth ETF by 8.4% in the 1st quarter. Bogart Wealth LLC now owns 3,160 shares of the company’s stock valued at $226,000 after acquiring an additional 244 shares during the period. Finally, Transcend Capital Advisors LLC increased its position in iShares Morningstar Mid-Cap Growth ETF by 5.3% in the 1st quarter. Transcend Capital Advisors LLC now owns 5,289 shares of the company’s stock valued at $378,000 after acquiring an additional 266 shares during the period.

iShares Morningstar Mid-Cap Growth ETF Stock Performance

Shares of NYSEARCA IMCG opened at $81.73 on Monday. iShares Morningstar Mid-Cap Growth ETF has a 52-week low of $61.65 and a 52-week high of $83.66. The firm has a 50 day moving average price of $81.98 and a two-hundred day moving average price of $78.35. The stock has a market cap of $3.10 billion, a P/E ratio of 28.77 and a beta of 1.08.

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.