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

Jim Saulnier & Associates LLC decreased its position in iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV) by 52.0% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 11,959 shares of the company’s stock after selling 12,972 shares during the quarter. Jim Saulnier & Associates LLC owned about 0.10% of iShares Morningstar Mid-Cap Value ETF worth $1,093,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Rodgers & Associates LTD lifted its stake in shares of iShares Morningstar Mid-Cap Value ETF by 0.7% in the 2nd quarter. Rodgers & Associates LTD now owns 120,448 shares of the company’s stock valued at $11,006,000 after purchasing an additional 795 shares during the last quarter. Bedel Financial Consulting Inc. boosted its stake in shares of iShares Morningstar Mid-Cap Value ETF by 7.1% during the 2nd quarter. Bedel Financial Consulting Inc. now owns 97,819 shares of the company’s stock worth $8,938,000 after acquiring an additional 6,495 shares in the last quarter. Matrix Trust Co grew its stake in iShares Morningstar Mid-Cap Value ETF by 1.2% in the 2nd quarter. Matrix Trust Co now owns 209,721 shares of the company’s stock valued at $19,164,000 after buying an additional 2,402 shares during the last quarter. Dynamic Advisor Solutions LLC raised its holdings in iShares Morningstar Mid-Cap Value ETF by 3.6% in the 2nd quarter. Dynamic Advisor Solutions LLC now owns 28,581 shares of the company’s stock worth $2,612,000 after acquiring an additional 981 shares during the period. Finally, Western Wealth Management LLC bought a new position in iShares Morningstar Mid-Cap Value ETF in the 1st quarter worth $132,000.

iShares Morningstar Mid-Cap Value ETF Price Performance

iShares Morningstar Mid-Cap Value ETF stock opened at $97.55 on Friday. iShares Morningstar Mid-Cap Value ETF has a fifty-two week low of $77.65 and a fifty-two week high of $99.01. The firm has a fifty day moving average price of $95.72 and a two-hundred day moving average price of $90.70. The firm 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 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.