iShares Morningstar Mid-Cap Growth ETF $IMCG Shares Sold by Kellett Wealth Advisors LLC

Kellett Wealth Advisors LLC reduced its holdings in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 1.5% in the 2nd quarter, HoldingsChannel reports. The fund owned 51,809 shares of the company’s stock after selling 788 shares during the quarter. iShares Morningstar Mid-Cap Growth ETF accounts for approximately 2.7% of Kellett Wealth Advisors LLC’s investment portfolio, making the stock its 9th biggest holding. Kellett Wealth Advisors LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $4,157,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Nemes Rush Group LLC acquired a new position in shares of iShares Morningstar Mid-Cap Growth ETF during the 1st quarter worth about $26,000. Compass Planning Associates Inc boosted its position in shares of iShares Morningstar Mid-Cap Growth ETF by 43.8% during the 2nd quarter. Compass Planning Associates Inc now owns 719 shares of the company’s stock worth $58,000 after acquiring an additional 219 shares in the last quarter. Concord Wealth Partners acquired a new stake in shares of iShares Morningstar Mid-Cap Growth ETF in the 2nd quarter valued at about $86,000. Financial Perspectives Inc boosted its position in shares of iShares Morningstar Mid-Cap Growth ETF by 11.7% in the 1st quarter. Financial Perspectives Inc now owns 1,553 shares of the company’s stock valued at $111,000 after purchasing an additional 163 shares during the period. Finally, Parallel Advisors LLC boosted its position in shares of iShares Morningstar Mid-Cap Growth ETF by 31.1% in the 2nd quarter. Parallel Advisors LLC now owns 1,848 shares of the company’s stock valued at $148,000 after purchasing an additional 438 shares during the period.

iShares Morningstar Mid-Cap Growth ETF Stock Up 1.3%

Shares of NYSEARCA IMCG opened at $81.97 on Tuesday. The stock has a market cap of $3.18 billion, a PE ratio of 28.77 and a beta of 1.08. iShares Morningstar Mid-Cap Growth ETF has a 52-week low of $61.65 and a 52-week high of $83.66. The business has a 50-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.