Prosperity Capital Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Prosperity Capital Advisors’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	$237K	Buy	+2,412	New	+$218K	0.01%	383
2025 Q4	–	Sell	-2,843	Closed	-$235K	–	419
2025 Q3	$235K	Buy	2,843 +1	+0%	+$82	0.01%	383
2025 Q2	$228K	Buy	2,842 +1	+0%	+$74	0.01%	364
2025 Q1	$204K	Sell	2,841 -169	-6%	-$12.9K	0.02%	345
2024 Q4	$227K	Sell	3,010 -4	-0.1%	-$306	0.02%	321
2024 Q3	$220K	Buy	+3,014	New	+$209K	0.02%	317
2023 Q3	–	Sell	-3,389	Closed	-$207K	–	241
2023 Q2	$207K	Buy	+3,389	New	+$194K	0.03%	219
2023 Q1	–	Sell	-5,465	Closed	-$294K	–	208
2022 Q4	$294K	Buy	+5,465	New	+$294K	0.09%	145

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prosperity Capital Advisors's IMCG Position: Q2 2026 in Review

Prosperity Capital Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2026: 2,412 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Prosperity Capital Advisors previously reported a position in IMCG as recently as Q3 2025.

Prosperity Capital Advisors first reported a position in IMCG in Q4 2022 and has held it in 8 quarters since. The position peaked at $294K in Q4 2022. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Prosperity Capital Advisors held 2,412 shares of iShares Morningstar Mid-Cap Growth ETF worth $237K as of Q2 2026.
iShares Morningstar Mid-Cap Growth ETF was a new Prosperity Capital Advisors position in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #383 holding.
Prosperity Capital Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
Prosperity Capital Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $294K in Q4 2022.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.