Cosner Financial Group LLC Trims Stake in iShares Morningstar Mid-Cap Growth ETF $IMCG

Cosner Financial Group LLC cut its stake in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 0.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 273,347 shares of the company’s stock after selling 2,470 shares during the period. iShares Morningstar Mid-Cap Growth ETF accounts for 12.2% of Cosner Financial Group LLC’s investment portfolio, making the stock its largest holding. Cosner Financial Group LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $21,961,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. BlueChip Wealth Advisors LLC boosted its holdings in shares of iShares Morningstar Mid-Cap Growth ETF by 2.7% during the 2nd quarter. BlueChip Wealth Advisors LLC now owns 5,689 shares of the company’s stock worth $456,000 after buying an additional 150 shares in the last quarter. Assetmark Inc. lifted its holdings in shares of iShares Morningstar Mid-Cap Growth ETF by 4.7% in the 1st quarter. Assetmark Inc. now owns 4,840 shares of the company’s stock worth $346,000 after purchasing an additional 216 shares in the last quarter. Compass Planning Associates Inc lifted its holdings in shares of iShares Morningstar Mid-Cap Growth ETF by 43.8% in the 2nd quarter. Compass Planning Associates Inc now owns 719 shares of the company’s stock worth $58,000 after purchasing an additional 219 shares in the last quarter. Willner & Heller LLC lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 2.3% during the 2nd quarter. Willner & Heller LLC now owns 9,914 shares of the company’s stock valued at $795,000 after acquiring an additional 227 shares in the last quarter. Finally, Bogart Wealth LLC lifted its stake in iShares Morningstar Mid-Cap Growth ETF by 8.4% during the 1st quarter. Bogart Wealth LLC now owns 3,160 shares of the company’s stock valued at $226,000 after acquiring an additional 244 shares in the last quarter.

iShares Morningstar Mid-Cap Growth ETF Trading Up 0.5%

Shares of NYSEARCA:IMCG opened at $83.08 on Friday. The stock’s fifty day simple moving average is $82.18 and its two-hundred day simple moving average is $78.90. iShares Morningstar Mid-Cap Growth ETF has a 1-year low of $61.65 and a 1-year high of $83.66. The stock has a market cap of $3.15 billion, a PE ratio of 28.77 and a beta of 1.08.

About iShares Morningstar Mid-Cap Growth ETF

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.