iShares Morningstar Mid-Cap Growth ETF $IMCG Stock Position Raised by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC boosted its holdings in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 9.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 139,661 shares of the company’s stock after buying an additional 12,089 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $11,001,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Willner & Heller LLC grew its position in iShares Morningstar Mid-Cap Growth ETF by 1.3% in the 4th quarter. Willner & Heller LLC now owns 10,180 shares of the company’s stock worth $813,000 after purchasing an additional 126 shares during the last quarter. PCA Investment Advisory Services Inc. lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 0.6% during the fourth quarter. PCA Investment Advisory Services Inc. now owns 21,085 shares of the company’s stock worth $1,683,000 after purchasing an additional 132 shares during the period. Russell Investments Group Ltd. boosted its holdings in iShares Morningstar Mid-Cap Growth ETF by 29.3% during the second quarter. Russell Investments Group Ltd. now owns 613 shares of the company’s stock valued at $49,000 after purchasing an additional 139 shares in the last quarter. Truepoint Inc. grew its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 1.6% in the 4th quarter. Truepoint Inc. now owns 9,680 shares of the company’s stock valued at $773,000 after purchasing an additional 148 shares during the period. Finally, Stifel Financial Corp grew its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 1.4% in the 4th quarter. Stifel Financial Corp now owns 12,244 shares of the company’s stock valued at $978,000 after purchasing an additional 164 shares during the period.

iShares Morningstar Mid-Cap Growth ETF Price Performance

iShares Morningstar Mid-Cap Growth ETF stock opened at $97.27 on Friday. The business has a 50 day simple moving average of $92.55 and a 200 day simple moving average of $85.73. The company has a market capitalization of $3.95 billion, a PE ratio of 28.77 and a beta of 1.12. iShares Morningstar Mid-Cap Growth ETF has a one year low of $75.67 and a one year high of $98.83.

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.