Prospect Financial Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Prospect Financial Services’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
2026 Q2	$4.61M	Buy	46,859 +8,937	+24%	+$806K	2.33%	13
2026 Q1	$2.99M	Buy	37,922 +289	+0.8%	+$23.7K	1.82%	16
2025 Q4	$3M	Buy	37,633 +866	+2%	+$70.4K	1.73%	18
2025 Q3	$3.04M	Buy	36,767 +2,647	+8%	+$216K	1.75%	18
2025 Q2	$2.74M	Buy	34,120 +491	+1%	+$36.5K	1.71%	20
2025 Q1	$2.4M	Buy	33,629 +6,395	+23%	+$487K	1.33%	23
2024 Q4	$2.06M	Buy	27,234 +4,388	+19%	+$336K	1.12%	24
2024 Q3	$1.67M	Buy	22,846 +607	+3%	+$42.1K	1.03%	24
2024 Q2	$1.51M	Buy	22,239 +469	+2%	+$31.9K	1.16%	21
2024 Q1	$1.54M	Buy	21,770 +2,165	+11%	+$144K	1.27%	22
2023 Q4	$1.26M	Buy	+19,605	New	+$1.15M	1.27%	21

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prospect Financial Services's IMCG Position: Q2 2026 in Review

Prospect Financial Services increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 24% in Q2 2026, buying an estimated $806K and bringing the position to 46,859 shares worth $4.61M. The position accounts for 2.33% of the portfolio, ranked #13.

Prospect Financial Services first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Prospect Financial Services held 46,859 shares of iShares Morningstar Mid-Cap Growth ETF worth $4.61M as of Q2 2026.
Prospect Financial Services bought 8,937 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $806K.
iShares Morningstar Mid-Cap Growth ETF made up 2.33% of Prospect Financial Services's portfolio in Q2 2026, its #13 holding.
Prospect Financial Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.