Jim Saulnier & Associates LLC Has $1.09 Million Holdings in iShares Morningstar Mid-Cap Value ETF $IMCV

Jim Saulnier & Associates LLC trimmed its stake in iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV) by 52.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,959 shares of the company’s stock after selling 12,972 shares during the period. Jim Saulnier & Associates LLC’s holdings in iShares Morningstar Mid-Cap Value ETF were worth $1,093,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in IMCV. International Assets Investment Management LLC acquired a new stake in iShares Morningstar Mid-Cap Value ETF during the first quarter worth about $26,000. Russell Investments Group Ltd. boosted its stake in iShares Morningstar Mid-Cap Value ETF by 394.4% during the fourth quarter. Russell Investments Group Ltd. now owns 351 shares of the company’s stock worth $29,000 after buying an additional 280 shares in the last quarter. Godfrey Financial Associates Inc. acquired a new stake in iShares Morningstar Mid-Cap Value ETF during the fourth quarter worth $34,000. Wealth Watch Advisors INC bought a new stake in iShares Morningstar Mid-Cap Value ETF in the 3rd quarter valued at $35,000. Finally, Bessemer Group Inc. acquired a new position in shares of iShares Morningstar Mid-Cap Value ETF in the 1st quarter valued at $53,000.

iShares Morningstar Mid-Cap Value ETF Stock Down 0.6%

Shares of IMCV opened at $97.55 on Friday. The company has a 50-day moving average price of $95.72 and a two-hundred day moving average price of $90.70. The stock has a market cap of $1.17 billion, a price-to-earnings ratio of 16.35 and a beta of 0.86. iShares Morningstar Mid-Cap Value ETF has a 12 month low of $77.65 and a 12 month high of $99.01.

iShares Morningstar Mid-Cap Value ETF Profile

The iShares Morningstar Mid-Cap Value ETF (IMCV) is an exchange-traded fund that is based on the Morningstar US Mid Cap Broad Value index. The fund tracks a market cap-weighted index of US mid-cap stocks companies selected based on their value characteristics. IMCV was launched on Jun 28, 2004 and is managed by BlackRock.