iShares Morningstar Mid-Cap ETF $IMCB Stock Position Lessened by RFG Advisory LLC

RFG Advisory LLC decreased its holdings in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 3.9% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,051 shares of the company’s stock after selling 124 shares during the quarter. RFG Advisory LLC’s holdings in iShares Morningstar Mid-Cap ETF were worth $243,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently modified their holdings of IMCB. Ameritas Advisory Services LLC bought a new position in shares of iShares Morningstar Mid-Cap ETF in the second quarter worth $29,000. Principal Securities Inc. boosted its stake in iShares Morningstar Mid-Cap ETF by 52.2% during the first quarter. Principal Securities Inc. now owns 408 shares of the company’s stock valued at $31,000 after buying an additional 140 shares in the last quarter. AE Wealth Management LLC boosted its stake in iShares Morningstar Mid-Cap ETF by 306.0% during the first quarter. AE Wealth Management LLC now owns 682 shares of the company’s stock valued at $51,000 after buying an additional 514 shares in the last quarter. Wealth Preservation Advisors LLC bought a new position in iShares Morningstar Mid-Cap ETF during the first quarter valued at about $52,000. Finally, Silicon Valley Capital Partners bought a new position in iShares Morningstar Mid-Cap ETF during the first quarter valued at about $70,000. Institutional investors own 22.26% of the company’s stock.

iShares Morningstar Mid-Cap ETF Stock Up 0.3%

Shares of IMCB stock opened at $81.93 on Monday. The stock has a 50-day simple moving average of $82.30 and a 200 day simple moving average of $78.61. iShares Morningstar Mid-Cap ETF has a fifty-two week low of $64.02 and a fifty-two week high of $83.95. The stock has a market capitalization of $1.20 billion, a P/E ratio of 54.26 and a beta of 1.07.

About iShares Morningstar Mid-Cap ETF

The iShares Morningstar Mid-Cap ETF (IMCB) is an exchange-traded fund that is based on the Morningstar US Mid Cap index. The fund tracks a market cap-weighted index consisting of US mid-cap stocks with both growth and value characteristics. IMCB was launched on Jun 28, 2004 and is managed by BlackRock.