Baer Investment Advisory LLC Buys New Position in iShares Morningstar Mid-Cap Growth ETF $IMCG

Baer Investment Advisory LLC bought a new stake in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) in the first quarter, HoldingsChannel reports. The institutional investor bought 431,977 shares of the company’s stock, valued at approximately $34,027,000. iShares Morningstar Mid-Cap Growth ETF makes up about 4.2% of Baer Investment Advisory LLC’s portfolio, making the stock its 3rd largest position.

Several other institutional investors have also added to or reduced their stakes in IMCG. Eagle Strategies LLC grew its holdings in iShares Morningstar Mid-Cap Growth ETF by 8.5% during the fourth quarter. Eagle Strategies LLC now owns 150,387 shares of the company’s stock valued at $12,007,000 after purchasing an additional 11,806 shares during the period. Faithward Advisors LLC lifted its position in shares of iShares Morningstar Mid-Cap Growth ETF by 63.2% during the 1st quarter. Faithward Advisors LLC now owns 22,310 shares of the company’s stock valued at $1,757,000 after buying an additional 8,639 shares in the last quarter. Certified Advisory Corp grew its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 22.8% during the 1st quarter. Certified Advisory Corp now owns 97,866 shares of the company’s stock valued at $7,709,000 after acquiring an additional 18,194 shares during the period. Summit Wealth Group LLC Co. bought a new position in shares of iShares Morningstar Mid-Cap Growth ETF during the 4th quarter valued at approximately $2,556,000. Finally, Nations Financial Group Inc. IA ADV increased its holdings in iShares Morningstar Mid-Cap Growth ETF by 7.3% in the 4th quarter. Nations Financial Group Inc. IA ADV now owns 129,827 shares of the company’s stock worth $10,365,000 after acquiring an additional 8,822 shares in the last quarter.

iShares Morningstar Mid-Cap Growth ETF Stock Performance

NYSEARCA IMCG opened at $97.27 on Friday. iShares Morningstar Mid-Cap Growth ETF has a 12 month low of $75.67 and a 12 month high of $98.83. The stock has a market cap of $3.95 billion, a price-to-earnings ratio of 28.77 and a beta of 1.12. The company’s 50 day moving average is $92.75 and its two-hundred day moving average is $85.81.

iShares Morningstar Mid-Cap Growth ETF Profile

(Free Report)

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.

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