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

Prospera Financial Services’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,463
Closed -$87K – 1206
2022
Q2 		$87K Buy
1,463
+638
+77% +$41.5K ﹤0.01% 927
2022
Q1 		$57K Buy
+825
New +$55.6K ﹤0.01% 1315
2020
Q4 		– Sell
-825
Closed -$36K – 1094
2020
Q3 		$36K Buy
+825
New +$36.4K 0.01% 731

Other funds holding IMCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Prospera Financial Services's IMCV Position: Q3 2022 in Review

Prospera Financial Services sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2022, closing a stake of 1,463 shares — an estimated $87K sold.

Prospera Financial Services first reported a position in IMCV in Q3 2020 and held it in 3 quarters. The position peaked at $87K in Q2 2022. 100 funds tracked by Wall St. Rank hold IMCV as of Q3 2022.

  • Prospera Financial Services reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,463 iShares Morningstar Mid-Cap Value ETF shares in Q3 2022, an estimated $87K.
  • Prospera Financial Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's iShares Morningstar Mid-Cap Value ETF position peaked at $87K in Q2 2022.
  • 100 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.