Liberty Square Wealth Partners’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
$1.7M Sell
21,251
-267
-1% -$21.4K 0.59% 31
2025
Q1
$1.54M Buy
21,518
+4
+0% +$286 0.59% 32
2024
Q4
$1.71M Buy
+21,514
New +$1.71M 0.62% 29