iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) Shares Sold by Castle Wealth Management LLC

Castle Wealth Management LLC decreased its holdings in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 2.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,500 shares of the company’s stock after selling 1,676 shares during the quarter. iShares Morningstar Mid-Cap Growth ETF comprises approximately 1.8% of Castle Wealth Management LLC’s holdings, making the stock its 17th biggest holding. Castle Wealth Management LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $4,494,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. JPMorgan Chase & Co. lifted its holdings in shares of iShares Morningstar Mid-Cap Growth ETF by 30.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 21,394 shares of the company’s stock valued at $1,561,000 after acquiring an additional 5,055 shares in the last quarter. Jane Street Group LLC acquired a new position in shares of iShares Morningstar Mid-Cap Growth ETF during the 3rd quarter valued at $1,995,000. FMR LLC increased its stake in iShares Morningstar Mid-Cap Growth ETF by 21.6% during the 3rd quarter. FMR LLC now owns 11,341 shares of the company’s stock worth $828,000 after buying an additional 2,017 shares during the period. Eagle Strategies LLC increased its stake in iShares Morningstar Mid-Cap Growth ETF by 1.5% during the 3rd quarter. Eagle Strategies LLC now owns 110,902 shares of the company’s stock worth $8,093,000 after buying an additional 1,601 shares during the period. Finally, Voisard Asset Management Group Inc. increased its stake in iShares Morningstar Mid-Cap Growth ETF by 345.4% during the 3rd quarter. Voisard Asset Management Group Inc. now owns 12,475 shares of the company’s stock worth $910,000 after buying an additional 9,674 shares during the period.

iShares Morningstar Mid-Cap Growth ETF Price Performance

iShares Morningstar Mid-Cap Growth ETF stock opened at $79.13 on Thursday. iShares Morningstar Mid-Cap Growth ETF has a 12-month low of $64.17 and a 12-month high of $81.68. The company has a market capitalization of $2.29 billion, a price-to-earnings ratio of 27.60 and a beta of 1.13. The firm’s fifty day moving average price is $78.15 and its 200 day moving average price is $74.73.

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.