Axxcess Wealth Management LLC Has $956,000 Holdings in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG)

Axxcess Wealth Management LLC grew its position in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 6.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,524 shares of the company’s stock after buying an additional 821 shares during the quarter. Axxcess Wealth Management LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $956,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. M&R Capital Management Inc. increased its holdings in shares of iShares Morningstar Mid-Cap Growth ETF by 253.0% in the 1st quarter. M&R Capital Management Inc. now owns 406 shares of the company’s stock valued at $29,000 after purchasing an additional 291 shares during the period. WASHINGTON TRUST Co acquired a new stake in shares of iShares Morningstar Mid-Cap Growth ETF during the 1st quarter valued at $45,000. Concord Wealth Partners acquired a new position in shares of iShares Morningstar Mid-Cap Growth ETF in the first quarter worth $69,000. Sunbelt Securities Inc. boosted its position in iShares Morningstar Mid-Cap Growth ETF by 300.7% during the first quarter. Sunbelt Securities Inc. now owns 1,098 shares of the company’s stock valued at $78,000 after purchasing an additional 824 shares during the last quarter. Finally, Private Trust Co. NA grew its stake in iShares Morningstar Mid-Cap Growth ETF by 18.1% in the fourth quarter. Private Trust Co. NA now owns 2,770 shares of the company’s stock valued at $179,000 after purchasing an additional 425 shares in the last quarter.

iShares Morningstar Mid-Cap Growth ETF Stock Up 1.2 %

IMCG stock traded up $0.78 during trading hours on Friday, hitting $68.58. The company’s stock had a trading volume of 90,470 shares, compared to its average volume of 137,351. The stock has a 50 day moving average price of $68.23 and a two-hundred day moving average price of $67.61. iShares Morningstar Mid-Cap Growth ETF has a 12 month low of $53.01 and a 12 month high of $70.85. The company has a market capitalization of $1.98 billion, a PE ratio of 27.60 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.