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
2025
Q3
$410K Buy
2025
Q2
$380K Buy
2025
Q1
$338K Buy
2024
Q4
$357K Sell
2024
Q3
$349K Buy
2024
Q2
$323K Sell
2024
Q1
$341K Buy
2023
Q4
$308K Buy
2023
Q3
$271K Buy
2023
Q2
$234K Buy
2023
Q1
$218K Buy