Prospera Financial Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
6,254
-3,026
| -33% | -$243K | 0.01% | 904 |
|
|
2025
Q1 | $663K | Sell |
9,280
-24,120
| -72% | -$1.72M | 0.02% | 684 |
|
|
2024
Q4 | $2.52M | Buy |
33,400
+28,436
| +573% | +$2.15M | 0.06% | 323 |
|
|
2024
Q3 | $362K | Sell |
4,964
-47
| -0.9% | -$3.43K | 0.01% | 848 |
|
|
2024
Q2 | $340K | Buy |
5,011
+28
| +0.6% | +$1.9K | 0.01% | 866 |
|
|
2024
Q1 | $352K | Buy |
4,983
+291
| +6% | +$20.6K | 0.01% | 840 |
|
|
2023
Q4 | $302K | Buy |
4,692
+975
| +26% | +$62.8K | 0.01% | 843 |
|
|
2023
Q3 | $212K | Buy |
+3,717
| New | +$212K | 0.01% | 931 |
|
|
2022
Q3 | – | Sell |
-1,126
| Closed | -$58K | – | 1205 |
|
|
2022
Q2 | $58K | Sell |
1,126
-710
| -39% | -$36.6K | ﹤0.01% | 1007 |
|
|
2022
Q1 | $118K | Buy |
+1,836
| New | +$118K | ﹤0.01% | 1061 |
|
|
2021
Q1 | – | Sell |
-6,888
| Closed | -$439K | – | 763 |
|
|
2020
Q4 | $439K | Buy |
6,888
+5,496
| +395% | +$350K | 0.03% | 444 |
|
|
2020
Q3 | $74K | Buy |
+1,392
| New | +$74K | 0.03% | 497 |
|