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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$485K	Sell	6,151 -196	-3%	-$16.1K	0.01%	995
2025 Q4	$507K	Sell	6,347 -147	-2%	-$11.9K	0.01%	922
2025 Q3	$537K	Buy	6,494 +240	+4%	+$19.6K	0.01%	910
2025 Q2	$502K	Sell	6,254 -3,026	-33%	-$225K	0.01%	904
2025 Q1	$663K	Sell	9,280 -24,120	-72%	-$1.84M	0.02%	684
2024 Q4	$2.52M	Buy	33,400 +28,436	+573%	+$2.18M	0.06%	323
2024 Q3	$362K	Sell	4,964 -47	-0.9%	-$3.26K	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%	+$19.4K	0.01%	840
2023 Q4	$302K	Buy	4,692 +975	+26%	+$57.3K	0.01%	843
2023 Q3	$212K	Buy	+3,717	New	+$224K	0.01%	931
2022 Q3	–	Sell	-1,126	Closed	-$58K	–	1205
2022 Q2	$58K	Sell	1,126 -710	-39%	-$40.4K	﹤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%	+$324K	0.03%	444
2020 Q3	$74K	Buy	+1,392	New	+$72.6K	0.03%	497