Perissos Private Wealth Management LLC Has $1.36 Million Stake in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG)

Perissos Private Wealth Management LLC lowered its holdings in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG) by 17.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,088 shares of the company’s stock after selling 4,166 shares during the quarter. iShares Morningstar Mid-Cap Growth ETF accounts for about 1.2% of Perissos Private Wealth Management LLC’s portfolio, making the stock its 27th biggest position. Perissos Private Wealth Management LLC owned about 0.07% of iShares Morningstar Mid-Cap Growth ETF worth $1,361,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Black Diamond Financial LLC increased its position in shares of iShares Morningstar Mid-Cap Growth ETF by 4.5% during the second quarter. Black Diamond Financial LLC now owns 31,636 shares of the company’s stock worth $2,143,000 after acquiring an additional 1,362 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in iShares Morningstar Mid-Cap Growth ETF by 20.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 221,629 shares of the company’s stock worth $15,015,000 after purchasing an additional 37,486 shares in the last quarter. PFG Advisors increased its holdings in iShares Morningstar Mid-Cap Growth ETF by 37.6% during the 2nd quarter. PFG Advisors now owns 48,721 shares of the company’s stock worth $3,301,000 after purchasing an additional 13,312 shares in the last quarter. Eagle Strategies LLC raised its stake in shares of iShares Morningstar Mid-Cap Growth ETF by 391.0% in the 2nd quarter. Eagle Strategies LLC now owns 109,301 shares of the company’s stock valued at $7,405,000 after purchasing an additional 87,040 shares during the period. Finally, MGO One Seven LLC lifted its holdings in shares of iShares Morningstar Mid-Cap Growth ETF by 0.4% in the second quarter. MGO One Seven LLC now owns 111,250 shares of the company’s stock valued at $7,537,000 after purchasing an additional 455 shares in the last quarter.

iShares Morningstar Mid-Cap Growth ETF Stock Performance

NYSEARCA:IMCG opened at $70.79 on Monday. The stock has a 50-day simple moving average of $68.91 and a 200 day simple moving average of $68.57. iShares Morningstar Mid-Cap Growth ETF has a 52-week low of $53.01 and a 52-week high of $71.25. The company has a market cap of $2.05 billion, a PE ratio of 27.60 and a beta of 1.13.

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.