iShares Morningstar Growth ETF $ILCG Holdings Raised by Valpey Financial Services LLC

Valpey Financial Services LLC grew its position in iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 10,289.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 474,901 shares of the company’s stock after acquiring an additional 470,330 shares during the quarter. Valpey Financial Services LLC owned approximately 1.68% of iShares Morningstar Growth ETF worth $49,409,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares Morningstar Growth ETF by 4.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 93,693 shares of the company’s stock valued at $9,748,000 after acquiring an additional 4,006 shares during the last quarter. Savant Capital LLC increased its holdings in shares of iShares Morningstar Growth ETF by 0.4% in the 4th quarter. Savant Capital LLC now owns 26,769 shares of the company’s stock valued at $2,785,000 after acquiring an additional 107 shares during the last quarter. Godfrey Financial Associates Inc. bought a new stake in shares of iShares Morningstar Growth ETF in the 4th quarter valued at approximately $158,000. MidAtlantic Capital Management Inc. bought a new stake in shares of iShares Morningstar Growth ETF in the 4th quarter valued at approximately $56,000. Finally, Key Financial Inc increased its holdings in shares of iShares Morningstar Growth ETF by 4.9% in the 4th quarter. Key Financial Inc now owns 7,740 shares of the company’s stock valued at $805,000 after acquiring an additional 360 shares during the last quarter.

iShares Morningstar Growth ETF Price Performance

NYSEARCA:ILCG opened at $118.24 on Friday. iShares Morningstar Growth ETF has a 12-month low of $89.92 and a 12-month high of $118.35. The firm has a market capitalization of $3.15 billion, a P/E ratio of 38.10 and a beta of 1.22. The business has a 50 day simple moving average of $106.69 and a 200 day simple moving average of $104.41.

iShares Morningstar Growth ETF Company Profile

The iShares Morningstar Growth ETF (ILCG) is an exchange-traded fund that mostly invests in total market equity. The fund tracks a market cap-weighted index of growth stocks, selected from the top 90% of the US market-cap spectrum. ILCG was launched on Jun 28, 2004 and is managed by BlackRock.