Liberty Square Wealth Partners LLC Trims Holdings in iShares Morningstar Mid-Cap Growth ETF $IMCG

Liberty Square Wealth Partners LLC reduced its holdings in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 1.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,251 shares of the company’s stock after selling 267 shares during the quarter. Liberty Square Wealth Partners LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $1,705,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Assetmark Inc. lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 4.7% during the first quarter. Assetmark Inc. now owns 4,840 shares of the company’s stock worth $346,000 after purchasing an additional 216 shares during the last quarter. Compass Planning Associates Inc lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 43.8% during the second quarter. Compass Planning Associates Inc now owns 719 shares of the company’s stock worth $58,000 after purchasing an additional 219 shares during the last quarter. Willner & Heller LLC lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 2.3% during the second quarter. Willner & Heller LLC now owns 9,914 shares of the company’s stock worth $795,000 after purchasing an additional 227 shares during the last quarter. Bogart Wealth LLC lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 8.4% during the first quarter. Bogart Wealth LLC now owns 3,160 shares of the company’s stock worth $226,000 after purchasing an additional 244 shares during the last quarter. Finally, Transcend Capital Advisors LLC lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 5.3% during the first quarter. Transcend Capital Advisors LLC now owns 5,289 shares of the company’s stock worth $378,000 after purchasing an additional 266 shares during the last quarter.

iShares Morningstar Mid-Cap Growth ETF Price Performance

Shares of IMCG opened at $81.73 on Monday. The business’s fifty day moving average price is $81.98 and its 200 day moving average price is $78.35. 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 $3.10 billion, a PE 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.