PFS Partners LLC Has $6.37 Million Holdings in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG)

PFS Partners LLC lifted its position in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 2.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 90,133 shares of the company’s stock after acquiring an additional 2,222 shares during the quarter. iShares Morningstar Mid-Cap Growth ETF accounts for approximately 4.2% of PFS Partners LLC’s investment portfolio, making the stock its 7th largest holding. PFS Partners LLC owned approximately 0.31% of iShares Morningstar Mid-Cap Growth ETF worth $6,371,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. LexAurum Advisors LLC grew its stake in iShares Morningstar Mid-Cap Growth ETF by 3.5% in the first quarter. LexAurum Advisors LLC now owns 5,727 shares of the company’s stock valued at $405,000 after purchasing an additional 193 shares during the last quarter. Marino Stram & Associates LLC grew its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 1.1% during the fourth quarter. Marino Stram & Associates LLC now owns 25,101 shares of the company’s stock worth $1,618,000 after acquiring an additional 283 shares during the last quarter. M&R Capital Management Inc. grew its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 253.0% during the first quarter. M&R Capital Management Inc. now owns 406 shares of the company’s stock worth $29,000 after acquiring an additional 291 shares during the last quarter. J.W. Cole Advisors Inc. grew its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 3.8% during the fourth quarter. J.W. Cole Advisors Inc. now owns 8,316 shares of the company’s stock worth $536,000 after acquiring an additional 301 shares during the last quarter. Finally, Transcend Capital Advisors LLC grew its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 5.8% during the fourth quarter. Transcend Capital Advisors LLC now owns 5,536 shares of the company’s stock worth $357,000 after acquiring an additional 302 shares during the last quarter.

iShares Morningstar Mid-Cap Growth ETF Trading Up 0.4 %

Shares of IMCG stock traded up $0.28 during trading hours on Thursday, reaching $67.94. 139,960 shares of the company’s stock were exchanged, compared to its average volume of 140,692. iShares Morningstar Mid-Cap Growth ETF has a 1 year low of $53.01 and a 1 year high of $70.85. The stock has a market cap of $1.96 billion, a PE ratio of 27.60 and a beta of 1.13. The stock’s fifty day moving average price is $67.86 and its two-hundred day moving average price is $66.93.

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.