iShares Morningstar Mid-Cap Growth ETF $IMCG Stake Boosted by Horizon Family Wealth Inc.

Horizon Family Wealth Inc. increased its position in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 611.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,403 shares of the company’s stock after purchasing an additional 23,551 shares during the quarter. iShares Morningstar Mid-Cap Growth ETF accounts for about 1.2% of Horizon Family Wealth Inc.’s investment portfolio, making the stock its 23rd largest holding. Horizon Family Wealth Inc.’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $2,188,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Harbour Investments Inc. lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 16.1% during the fourth quarter. Harbour Investments Inc. now owns 11,652 shares of the company’s stock worth $930,000 after purchasing an additional 1,617 shares during the last quarter. Lloyd Advisory Services LLC. bought a new position in iShares Morningstar Mid-Cap Growth ETF during the fourth quarter worth $1,532,000. Prospect Financial Services LLC lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 2.4% during the fourth quarter. Prospect Financial Services LLC now owns 37,633 shares of the company’s stock worth $3,005,000 after purchasing an additional 866 shares during the last quarter. Ignite Planners LLC lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 9.9% during the fourth quarter. Ignite Planners LLC now owns 31,686 shares of the company’s stock worth $2,595,000 after purchasing an additional 2,849 shares during the last quarter. Finally, Axxcess Wealth Management LLC lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 3.3% during the fourth quarter. Axxcess Wealth Management LLC now owns 17,996 shares of the company’s stock worth $1,437,000 after purchasing an additional 578 shares during the last quarter.

iShares Morningstar Mid-Cap Growth ETF Price Performance

Shares of IMCG opened at $91.35 on Tuesday. The business’s fifty day moving average price is $84.87 and its 200 day moving average price is $82.81. iShares Morningstar Mid-Cap Growth ETF has a 12-month low of $75.43 and a 12-month high of $91.62. The stock has a market capitalization of $3.62 billion, a PE ratio of 28.77 and a beta of 1.13.

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.