Pacific Financial Group Inc. Has $5.32 Million Position in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB)

Pacific Financial Group Inc. trimmed its position in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB) by 14.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 69,963 shares of the company’s stock after selling 11,376 shares during the period. iShares Morningstar Mid-Cap ETF accounts for 3.9% of Pacific Financial Group Inc.’s investment portfolio, making the stock its 7th biggest position. Pacific Financial Group Inc. owned about 0.59% of iShares Morningstar Mid-Cap ETF worth $5,319,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. S.A. Mason LLC lifted its holdings in shares of iShares Morningstar Mid-Cap ETF by 1.2% during the 3rd quarter. S.A. Mason LLC now owns 11,724 shares of the company’s stock worth $891,000 after acquiring an additional 144 shares during the last quarter. Signaturefd LLC lifted its holdings in shares of iShares Morningstar Mid-Cap ETF by 12.1% during the 3rd quarter. Signaturefd LLC now owns 1,453 shares of the company’s stock worth $110,000 after acquiring an additional 157 shares during the last quarter. Financial Perspectives Inc lifted its holdings in shares of iShares Morningstar Mid-Cap ETF by 3.7% during the 2nd quarter. Financial Perspectives Inc now owns 4,480 shares of the company’s stock worth $314,000 after acquiring an additional 159 shares during the last quarter. Axiom Advisory LLC lifted its holdings in shares of iShares Morningstar Mid-Cap ETF by 1.9% during the 3rd quarter. Axiom Advisory LLC now owns 12,033 shares of the company’s stock worth $874,000 after acquiring an additional 220 shares during the last quarter. Finally, Creative Financial Designs Inc. ADV lifted its holdings in shares of iShares Morningstar Mid-Cap ETF by 4.0% during the 3rd quarter. Creative Financial Designs Inc. ADV now owns 5,764 shares of the company’s stock worth $438,000 after acquiring an additional 222 shares during the last quarter. 22.26% of the stock is owned by institutional investors.

iShares Morningstar Mid-Cap ETF Stock Performance

NYSEARCA IMCB opened at $81.50 on Monday. iShares Morningstar Mid-Cap ETF has a 52-week low of $61.85 and a 52-week high of $81.53. The company has a market capitalization of $973.93 million, a P/E ratio of 53.97 and a beta of 0.98. The company has a fifty day moving average of $77.00 and a 200-day moving average of $73.45.

About iShares Morningstar Mid-Cap ETF

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.