Retirement Planning Group LLC Has $1.28 Million Stock Holdings in iShares Morningstar Mid-Cap Value ETF $IMCV

Retirement Planning Group LLC lessened its holdings in shares of iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV) by 6.6% in the second quarter, according to its most recent filing with the SEC. The firm owned 16,780 shares of the company’s stock after selling 1,187 shares during the period. Retirement Planning Group LLC owned 0.18% of iShares Morningstar Mid-Cap Value ETF worth $1,275,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the business. Orgel Wealth Management LLC grew its holdings in iShares Morningstar Mid-Cap Value ETF by 5.7% during the 2nd quarter. Orgel Wealth Management LLC now owns 359,977 shares of the company’s stock worth $27,351,000 after acquiring an additional 19,452 shares during the period. Raymond James Financial Inc. grew its holdings in iShares Morningstar Mid-Cap Value ETF by 12.1% during the 1st quarter. Raymond James Financial Inc. now owns 334,939 shares of the company’s stock worth $24,849,000 after acquiring an additional 36,204 shares during the period. Commonwealth Equity Services LLC grew its holdings in iShares Morningstar Mid-Cap Value ETF by 2.6% during the 1st quarter. Commonwealth Equity Services LLC now owns 202,990 shares of the company’s stock worth $15,060,000 after acquiring an additional 5,138 shares during the period. Matrix Trust Co grew its holdings in iShares Morningstar Mid-Cap Value ETF by 1.6% during the 2nd quarter. Matrix Trust Co now owns 201,752 shares of the company’s stock worth $15,329,000 after acquiring an additional 3,237 shares during the period. Finally, LPL Financial LLC grew its holdings in iShares Morningstar Mid-Cap Value ETF by 7.8% during the 1st quarter. LPL Financial LLC now owns 170,079 shares of the company’s stock worth $12,618,000 after acquiring an additional 12,315 shares during the period.

iShares Morningstar Mid-Cap Value ETF Stock Performance

IMCV opened at $80.27 on Wednesday. iShares Morningstar Mid-Cap Value ETF has a 52 week low of $64.02 and a 52 week high of $81.33. The firm has a market capitalization of $862.90 million, a PE ratio of 16.35 and a beta of 1.08. The company has a fifty day moving average price of $79.65 and a two-hundred day moving average price of $76.11.

iShares Morningstar Mid-Cap Value ETF Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 19th. Investors of record on Tuesday, September 16th were given a $0.4212 dividend. This represents a $1.68 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Tuesday, September 16th.

About iShares Morningstar Mid-Cap Value ETF

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.