Pacific Financial Group Inc. Has $5.64 Million Stock Holdings in iShares Morningstar Mid-Cap ETF $IMCB

Pacific Financial Group Inc. boosted its stake in shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 13.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 68,220 shares of the company’s stock after buying an additional 8,105 shares during the quarter. iShares Morningstar Mid-Cap ETF makes up approximately 3.1% of Pacific Financial Group Inc.’s portfolio, making the stock its 9th largest holding. Pacific Financial Group Inc. owned about 0.40% of iShares Morningstar Mid-Cap ETF worth $5,644,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. grew its position in iShares Morningstar Mid-Cap ETF by 15.7% during the third quarter. Envestnet Asset Management Inc. now owns 77,757 shares of the company’s stock valued at $6,458,000 after buying an additional 10,553 shares during the period. Stratos Wealth Partners LTD. grew its position in iShares Morningstar Mid-Cap ETF by 69.4% during the fourth quarter. Stratos Wealth Partners LTD. now owns 137,663 shares of the company’s stock valued at $11,389,000 after buying an additional 56,413 shares during the period. Compound Planning Inc. bought a new position in iShares Morningstar Mid-Cap ETF during the third quarter valued at about $551,000. Creative Financial Designs Inc. ADV grew its position in iShares Morningstar Mid-Cap ETF by 6.6% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 179,442 shares of the company’s stock valued at $14,845,000 after buying an additional 11,167 shares during the period. Finally, Rede Wealth LLC purchased a new stake in iShares Morningstar Mid-Cap ETF during the fourth quarter valued at about $940,000. Institutional investors own 22.26% of the company’s stock.

iShares Morningstar Mid-Cap ETF Stock Down 0.4%

NYSEARCA IMCB opened at $95.47 on Wednesday. The company has a market cap of $1.64 billion, a PE ratio of 63.23 and a beta of 0.99. iShares Morningstar Mid-Cap ETF has a 52 week low of $76.90 and a 52 week high of $96.50. The firm’s 50-day simple moving average is $90.91 and its two-hundred day simple moving average is $87.06.

iShares Morningstar Mid-Cap ETF Profile

The iShares Morningstar Mid-Cap ETF (IMCB) is an exchange-traded fund that is based on the Morningstar US Mid Cap index. The fund tracks a market cap-weighted index consisting of US mid-cap stocks with both growth and value characteristics. IMCB was launched on Jun 28, 2004 and is managed by BlackRock.