Madison Wealth Partners Inc Has $3.96 Million Stock Holdings in iShares Morningstar Growth ETF $ILCG

Madison Wealth Partners Inc lessened its position in shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 2.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,838 shares of the company’s stock after selling 1,020 shares during the quarter. iShares Morningstar Growth ETF comprises about 0.9% of Madison Wealth Partners Inc’s investment portfolio, making the stock its 20th largest position. Madison Wealth Partners Inc owned approximately 0.14% of iShares Morningstar Growth ETF worth $3,957,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. JGP Wealth Management LLC lifted its stake in shares of iShares Morningstar Growth ETF by 18.6% during the second quarter. JGP Wealth Management LLC now owns 3,497 shares of the company’s stock valued at $339,000 after acquiring an additional 548 shares during the period. Envestnet Portfolio Solutions Inc. lifted its stake in shares of iShares Morningstar Growth ETF by 174.8% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 7,392 shares of the company’s stock valued at $716,000 after acquiring an additional 4,702 shares during the period. GW Henssler & Associates Ltd. lifted its stake in shares of iShares Morningstar Growth ETF by 58.0% during the second quarter. GW Henssler & Associates Ltd. now owns 7,709 shares of the company’s stock valued at $747,000 after acquiring an additional 2,831 shares during the period. McKinley Carter Wealth Services Inc. lifted its stake in shares of iShares Morningstar Growth ETF by 0.4% during the second quarter. McKinley Carter Wealth Services Inc. now owns 461,073 shares of the company’s stock valued at $44,678,000 after acquiring an additional 1,830 shares during the period. Finally, Mainstay Capital Management LLC ADV lifted its stake in shares of iShares Morningstar Growth ETF by 100.0% during the second quarter. Mainstay Capital Management LLC ADV now owns 6,770 shares of the company’s stock valued at $656,000 after acquiring an additional 3,385 shares during the period.

iShares Morningstar Growth ETF Trading Up 0.4%

NYSEARCA ILCG opened at $103.87 on Monday. The stock has a 50-day simple moving average of $102.42 and a 200 day simple moving average of $94.66. The company has a market capitalization of $3.03 billion, a PE ratio of 38.10 and a beta of 1.07. iShares Morningstar Growth ETF has a 12 month low of $69.47 and a 12 month high of $106.25.

iShares Morningstar Growth ETF Profile

The iShares Morningstar Growth ETF (ILCG) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted index of growth stocks, selected from the top 90% of the US market-cap spectrum. ILCG was launched on Jun 28, 2004 and is managed by BlackRock.