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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$733K	Buy	9,300 +9	+0.1%	+$737	0.36%	55
2025 Q4	$742K	Sell	9,291 -515	-5%	-$41.9K	0.37%	54
2025 Q3	$811K	Buy	9,806 +11	+0.1%	+$897	0.4%	50
2025 Q2	$786K	Sell	9,795 -2,316	-19%	-$172K	0.42%	49
2025 Q1	$865K	Sell	12,111 -7,377	-38%	-$562K	0.5%	39
2024 Q4	$1.47M	Sell	19,488 -400	-2%	-$30.6K	0.78%	31
2024 Q3	$1.45M	Sell	19,888 -23	-0.1%	-$1.59K	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%	-$279K	1.61%	16
2023 Q4	$2.75M	Sell	42,693 -2,742	-6%	-$161K	1.75%	13
2023 Q3	$2.6M	Sell	45,435 -473	-1%	-$28.5K	1.84%	14
2023 Q2	$2.8M	Buy	45,908 +4,968	+12%	+$285K	1.96%	13
2023 Q1	$2.36M	Buy	40,940 +13,310	+48%	+$761K	1.72%	16
2022 Q4	$1.49M	Buy	+27,630	New	+$1.49M	1%	20