Liberty Wealth Management’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 | $380K | Buy |
4,735
+7
| +0.1% | +$562 | 0.06% | 147 |
|
|
2025
Q1 | $338K | Buy |
4,728
+7
| +0.1% | +$500 | 0.06% | 111 |
|
|
2024
Q4 | $357K | Sell |
4,721
-58
| -1% | -$4.38K | 0.06% | 148 |
|
|
2024
Q3 | $349K | Buy |
4,779
+10
| +0.2% | +$730 | 0.06% | 148 |
|
|
2024
Q2 | $323K | Sell |
4,769
-51
| -1% | -$3.45K | 0.06% | 149 |
|
|
2024
Q1 | $341K | Buy |
4,820
+44
| +0.9% | +$3.11K | 0.07% | 134 |
|
|
2023
Q4 | $308K | Buy |
4,776
+27
| +0.6% | +$1.74K | 0.07% | 129 |
|
|
2023
Q3 | $271K | Buy |
4,749
+914
| +24% | +$52.2K | 0.07% | 141 |
|
|
2023
Q2 | $234K | Buy |
3,835
+43
| +1% | +$2.62K | 0.06% | 163 |
|
|
2023
Q1 | $218K | Buy |
+3,792
| New | +$218K | 0.05% | 211 |
|