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Prospera Financial Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Prospera Financial Services’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-344
Closed -$23K – 2099
2022
Q1 		$23K Buy
+344
New +$22.9K ﹤0.01% 1676
2020
Q4 		– Sell
-344
Closed -$17K – 1093
2020
Q3 		$17K Buy
+344
New +$17K 0.01% 942

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prospera Financial Services's IMCB Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2022, closing a stake of 344 shares — an estimated $23K sold.

Prospera Financial Services first reported a position in IMCB in Q3 2020 and held it in 2 quarters. The position peaked at $23K in Q1 2022. 134 funds tracked by Wall St. Rank hold IMCB as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 344 iShares Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $23K.
  • Prospera Financial Services first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's iShares Morningstar Mid-Cap ETF position peaked at $23K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.