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Prime Capital Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Prime Capital Investment Advisors’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 		– Sell
-3,870
Closed -$276K – 1035
2025
Q1 		$276K Buy
+3,870
New +$295K ﹤0.01% 864
2021
Q3 		– Sell
-6,414
Closed -$442K – 334
2021
Q2 		$442K Buy
+6,414
New +$423K 0.03% 255

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prime Capital Investment Advisors's IMCG Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 3,870 shares — an estimated $276K sold.

Prime Capital Investment Advisors first reported a position in IMCG in Q2 2021 and held it in 2 quarters. The position peaked at $442K in Q2 2021. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 3,870 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $276K.
  • Prime Capital Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2021 and held it in 2 quarters.
  • Prime Capital Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $442K in Q2 2021.
  • 366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.