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

Prudential Financial’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
2024 Q3	–	Sell	-15,223	Closed	-$1.03M	–	2751
2024 Q2	$1.03M	Buy	+15,223	New	+$1.04M	﹤0.01%	1820
2022 Q1	–	Sell	-8,785	Closed	-$660K	–	2651
2021 Q4	$660K	Sell	8,785 -592	-6%	-$43.1K	﹤0.01%	2091
2021 Q3	$671K	Buy	9,377 +1,684	+22%	+$119K	﹤0.01%	2018
2021 Q2	$530K	Buy	7,693 +3,871	+101%	+$255K	﹤0.01%	2109
2021 Q1	$241K	Sell	3,822 -4,728	-55%	-$306K	﹤0.01%	2347
2020 Q4	$545K	Buy	8,550 +1,512	+21%	+$89.2K	﹤0.01%	2029
2020 Q3	$376K	Sell	7,038 -336	-5%	-$17.5K	﹤0.01%	2072
2020 Q2	$360K	Buy	7,374 +984	+15%	+$43.3K	﹤0.01%	2046
2020 Q1	$232K	Buy	+6,390	New	+$271K	﹤0.01%	2145

Other funds holding IMCG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prudential Financial's IMCG Position: Q3 2024 in Review

Prudential Financial sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2024, closing a stake of 15,223 shares — an estimated $1.03M sold.

Prudential Financial first reported a position in IMCG in Q1 2020 and held it in 9 quarters. The position peaked at $1.03M in Q2 2024. 316 funds tracked by Wall St. Rank hold IMCG as of Q3 2024.

Prudential Financial reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Prudential Financial sold 15,223 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $1.03M.
Prudential Financial first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2020 and held it in 9 quarters.
Prudential Financial's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.03M in Q2 2024.
316 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Prudential Financial's 13F filing for Q3 2024, filed 14 Nov 2024.