Liberty Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Liberty Wealth Management’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Hold	4,032	–	–	0.04%	197
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

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Wealth Management's IMCG Position: Q2 2026 in Review

Liberty Wealth Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 4,032 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #197.

Liberty Wealth Management first reported a position in IMCG in Q1 2023 and has held it in 14 quarters since. The position peaked at $410K in Q3 2025. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Liberty Wealth Management held 4,032 shares of iShares Morningstar Mid-Cap Growth ETF worth $318K as of Q2 2026.
Liberty Wealth Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #197 holding.
Liberty Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Liberty Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $410K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.