Financial Freedom LLC’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 | $786K | Sell |
9,795
-2,316
| -19% | -$186K | 0.42% | 49 |
|
|
2025
Q1 | $865K | Sell |
12,111
-7,377
| -38% | -$527K | 0.5% | 39 |
|
|
2024
Q4 | $1.47M | Sell |
19,488
-400
| -2% | -$30.2K | 0.78% | 31 |
|
|
2024
Q3 | $1.45M | Sell |
19,888
-23
| -0.1% | -$1.68K | 0.77% | 33 |
|
|
2024
Q2 | $1.35M | Sell |
19,911
-18,590
| -48% | -$1.26M | 0.77% | 32 |
|
|
2024
Q1 | $2.72M | Sell |
38,501
-4,192
| -10% | -$296K | 1.61% | 16 |
|
|
2023
Q4 | $2.75M | Sell |
42,693
-2,742
| -6% | -$177K | 1.75% | 13 |
|
|
2023
Q3 | $2.6M | Sell |
45,435
-473
| -1% | -$27K | 1.84% | 14 |
|
|
2023
Q2 | $2.8M | Buy |
45,908
+4,968
| +12% | +$303K | 1.96% | 13 |
|
|
2023
Q1 | $2.36M | Buy |
40,940
+13,310
| +48% | +$766K | 1.72% | 16 |
|
|
2022
Q4 | $1.49M | Buy |
+27,630
| New | +$1.49M | 1% | 20 |
|