PrairieView Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

PrairieView Partners’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3K	Hold	42	–	–	﹤0.01%	328
2025 Q1	$3K	Hold	42	–	–	﹤0.01%	320
2024 Q4	$3K	Hold	42	–	–	﹤0.01%	326
2024 Q3	$3K	Hold	42	–	–	﹤0.01%	319
2024 Q2	$2K	Hold	42	–	–	﹤0.01%	342
2024 Q1	$3K	Hold	42	–	–	﹤0.01%	326
2023 Q4	$3K	Hold	42	–	–	﹤0.01%	318
2023 Q3	$2K	Hold	42	–	–	﹤0.01%	346
2023 Q2	$2K	Hold	42	–	–	﹤0.01%	398
2023 Q1	$2K	Hold	42	–	–	﹤0.01%	379
2022 Q4	$2K	Hold	42	–	–	﹤0.01%	415
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	394
2022 Q2	$2K	Hold	42	–	–	﹤0.01%	411
2022 Q1	$3K	Hold	42	–	–	﹤0.01%	388
2021 Q4	$3K	Hold	42	–	–	﹤0.01%	374
2021 Q3	$3K	Hold	42	–	–	﹤0.01%	321
2021 Q2	$3K	Hold	42	–	–	﹤0.01%	312
2021 Q1	$3K	Hold	42	–	–	﹤0.01%	322
2020 Q4	$3K	Hold	42	–	–	﹤0.01%	283
2020 Q3	$2K	Hold	42	–	–	﹤0.01%	282
2020 Q2	$2K	Hold	42	–	–	﹤0.01%	278
2020 Q1	$2K	Buy	+42	New	+$1.78K	﹤0.01%	270

Other funds holding IMCG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PrairieView Partners's IMCG Position: Q2 2025 in Review

PrairieView Partners held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2025 at 42 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

PrairieView Partners first reported a position in IMCG in Q1 2020 and has held it in 22 quarters since. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

PrairieView Partners held 42 shares of iShares Morningstar Mid-Cap Growth ETF worth $3K as of Q2 2025.
PrairieView Partners left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2025.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #328 holding.
PrairieView Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 22 quarters since.
366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.