Prosperity Capital Advisors’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 | $228K | Buy |
2,842
+1
| +0% | +$80 | 0.02% | 258 |
|
|
2025
Q1 | $204K | Sell |
2,841
-169
| -6% | -$12.2K | 0.02% | 345 |
|
|
2024
Q4 | $227K | Sell |
3,010
-4
| -0.1% | -$302 | 0.02% | 321 |
|
|
2024
Q3 | $220K | Buy |
+3,014
| New | +$220K | 0.02% | 317 |
|
|
2023
Q3 | – | Sell |
-3,389
| Closed | -$207K | – | 241 |
|
|
2023
Q2 | $207K | Buy |
+3,389
| New | +$207K | 0.03% | 219 |
|
|
2023
Q1 | – | Sell |
-5,465
| Closed | -$294K | – | 208 |
|
|
2022
Q4 | $294K | Buy |
+5,465
| New | +$294K | 0.09% | 145 |
|