iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) Shares Purchased by Kellett Wealth Advisors LLC

Kellett Wealth Advisors LLC grew its position in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 5.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 50,026 shares of the company’s stock after purchasing an additional 2,802 shares during the period. iShares Morningstar Mid-Cap Growth ETF comprises about 2.6% of Kellett Wealth Advisors LLC’s holdings, making the stock its 8th largest position. Kellett Wealth Advisors LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $3,778,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IMCG. Avior Wealth Management LLC lifted its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 1.8% in the 4th quarter. Avior Wealth Management LLC now owns 557,968 shares of the company’s stock valued at $42,143,000 after purchasing an additional 10,058 shares during the last quarter. Cornerstone Planning Group LLC raised its holdings in iShares Morningstar Mid-Cap Growth ETF by 0.3% during the fourth quarter. Cornerstone Planning Group LLC now owns 311,080 shares of the company’s stock valued at $24,457,000 after buying an additional 934 shares in the last quarter. Cosner Financial Group LLC lifted its position in shares of iShares Morningstar Mid-Cap Growth ETF by 3.9% in the fourth quarter. Cosner Financial Group LLC now owns 253,572 shares of the company’s stock worth $19,152,000 after buying an additional 9,607 shares during the last quarter. Strategic Financial Concepts LLC boosted its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 7,477.8% during the 4th quarter. Strategic Financial Concepts LLC now owns 242,718 shares of the company’s stock worth $18,332,000 after acquiring an additional 239,515 shares in the last quarter. Finally, Private Advisor Group LLC increased its holdings in shares of iShares Morningstar Mid-Cap Growth ETF by 100.9% during the 4th quarter. Private Advisor Group LLC now owns 211,353 shares of the company’s stock valued at $15,964,000 after acquiring an additional 106,145 shares during the last quarter.

iShares Morningstar Mid-Cap Growth ETF Price Performance

IMCG stock opened at $75.97 on Wednesday. The stock has a market capitalization of $2.62 billion, a price-to-earnings ratio of 28.86 and a beta of 1.11. The company has a 50-day moving average of $77.88 and a two-hundred day moving average of $75.49. iShares Morningstar Mid-Cap Growth ETF has a 52-week low of $64.17 and a 52-week high of $81.68.

About iShares Morningstar Mid-Cap Growth ETF

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.