Kestra Private Wealth Services LLC Has $803,000 Position in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG)

Kestra Private Wealth Services LLC increased its holdings in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 27.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,625 shares of the company’s stock after buying an additional 2,287 shares during the period. Kestra Private Wealth Services LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $803,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Strategic Financial Concepts LLC raised its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 7,477.8% during the fourth quarter. Strategic Financial Concepts LLC now owns 242,718 shares of the company’s stock valued at $18,332,000 after acquiring an additional 239,515 shares during the last quarter. Tandem Financial LLC bought a new position in iShares Morningstar Mid-Cap Growth ETF during the 4th quarter worth $4,955,000. Bouvel Investment Partners LLC acquired a new position in iShares Morningstar Mid-Cap Growth ETF during the 4th quarter worth about $4,613,000. Nwam LLC bought a new stake in shares of iShares Morningstar Mid-Cap Growth ETF in the 3rd quarter valued at about $3,773,000. Finally, Foundations Investment Advisors LLC increased its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 1,240.6% in the fourth quarter. Foundations Investment Advisors LLC now owns 38,006 shares of the company’s stock valued at $2,871,000 after buying an additional 35,171 shares during the period.

iShares Morningstar Mid-Cap Growth ETF Price Performance

iShares Morningstar Mid-Cap Growth ETF stock opened at $79.56 on Friday. The stock’s 50 day moving average is $78.10 and its 200 day moving average is $74.83. iShares Morningstar Mid-Cap Growth ETF has a one year low of $64.17 and a one year high of $81.68. The firm has a market cap of $2.30 billion, a P/E ratio of 27.60 and a beta of 1.13.

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.