LWL
Leo Wealth LLC’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
+36,298
| New | +$2.91M | 0.23% | 86 |
|
|
2025
Q1 | – | Sell |
-38,388
| Closed | -$2.9M | – | 320 |
|
|
2024
Q4 | $2.9M | Buy |
38,388
+1,085
| +3% | +$81.9K | 0.26% | 70 |
|
|
2024
Q3 | $2.72M | Buy |
37,303
+5,555
| +17% | +$405K | 0.25% | 68 |
|
|
2024
Q2 | $2.13M | Buy |
31,748
+2,357
| +8% | +$158K | 0.22% | 79 |
|
|
2024
Q1 | $2.06M | Buy |
29,391
+29
| +0.1% | +$2.03K | 0.21% | 83 |
|
|
2023
Q4 | $2.04M | Buy |
+29,362
| New | +$2.04M | 0.21% | 82 |
|