Liberty Wealth Management’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	$318K	Buy	4,032 +102	+3%	+$8.36K	0.04%	197
2025 Q4	$314K	Sell	3,930 -1,025	-21%	-$83.3K	0.04%	183
2025 Q3	$410K	Buy	4,955 +220	+5%	+$17.9K	0.06%	148
2025 Q2	$380K	Buy	4,735 +7	+0.1%	+$520	0.06%	147
2025 Q1	$338K	Buy	4,728 +7	+0.1%	+$533	0.06%	111
2024 Q4	$357K	Sell	4,721 -58	-1%	-$4.44K	0.06%	148
2024 Q3	$349K	Buy	4,779 +10	+0.2%	+$694	0.06%	148
2024 Q2	$323K	Sell	4,769 -51	-1%	-$3.47K	0.06%	149
2024 Q1	$341K	Buy	4,820 +44	+0.9%	+$2.93K	0.07%	134
2023 Q4	$308K	Buy	4,776 +27	+0.6%	+$1.59K	0.07%	129
2023 Q3	$271K	Buy	4,749 +914	+24%	+$55.1K	0.07%	141
2023 Q2	$234K	Buy	3,835 +43	+1%	+$2.47K	0.06%	163
2023 Q1	$218K	Buy	+3,792	New	+$217K	0.05%	211