iShares Morningstar Mid-Cap Growth ETF $IMCG Stock Holdings Raised by Castle Wealth Management LLC

Castle Wealth Management LLC raised its stake in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 1.5% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 61,708 shares of the company’s stock after purchasing an additional 929 shares during the period. iShares Morningstar Mid-Cap Growth ETF accounts for approximately 1.8% of Castle Wealth Management LLC’s holdings, making the stock its 14th biggest holding. Castle Wealth Management LLC owned 0.18% of iShares Morningstar Mid-Cap Growth ETF worth $4,951,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. PNC Financial Services Group Inc. grew its position in shares of iShares Morningstar Mid-Cap Growth ETF by 1.7% during the 1st quarter. PNC Financial Services Group Inc. now owns 19,942 shares of the company’s stock valued at $1,424,000 after buying an additional 330 shares during the last quarter. Avior Wealth Management LLC grew its position in shares of iShares Morningstar Mid-Cap Growth ETF by 3.6% during the 2nd quarter. Avior Wealth Management LLC now owns 635,237 shares of the company’s stock valued at $50,965,000 after buying an additional 22,204 shares during the last quarter. Nemes Rush Group LLC bought a new stake in shares of iShares Morningstar Mid-Cap Growth ETF during the 1st quarter valued at about $26,000. Atria Wealth Solutions Inc. grew its position in shares of iShares Morningstar Mid-Cap Growth ETF by 3.2% during the 1st quarter. Atria Wealth Solutions Inc. now owns 14,178 shares of the company’s stock valued at $1,013,000 after buying an additional 434 shares during the last quarter. Finally, Kestra Private Wealth Services LLC grew its position in shares of iShares Morningstar Mid-Cap Growth ETF by 14.6% during the 1st quarter. Kestra Private Wealth Services LLC now owns 12,176 shares of the company’s stock valued at $870,000 after buying an additional 1,551 shares during the last quarter.

iShares Morningstar Mid-Cap Growth ETF Price Performance

iShares Morningstar Mid-Cap Growth ETF stock opened at $82.06 on Thursday. The firm has a 50 day simple moving average of $82.09 and a 200-day simple moving average of $78.53. The stock has a market capitalization of $3.11 billion, a PE ratio of 28.77 and a beta of 1.08. iShares Morningstar Mid-Cap Growth ETF has a 12-month low of $61.65 and a 12-month high of $83.66.

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.