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

Prospera 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 		$500K Sell
5,088
-1,063
-17% -$95.9K 0.01% 1035
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

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Prospera Financial Services reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 17% in Q2 2026, selling an estimated $95.9K and leaving 5,088 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #1035.

Prospera Financial Services first reported a position in IMCG in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.52M in Q4 2024. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Prospera Financial Services held 5,088 shares of iShares Morningstar Mid-Cap Growth ETF worth $500K as of Q2 2026.
  • Prospera Financial Services sold 1,063 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $95.9K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1035 holding.
  • Prospera Financial Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 16 quarters since.
  • Prospera Financial Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.52M in Q4 2024.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.