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iShares Morningstar Mid Growth Idx shares owned by Liberty Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Liberty Wealth Management from 13F filings

Historical chart of Liberty Wealth Management investment in iShares Morningstar Mid Growth Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Growth Idx held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $341k 4.8k 70.75
2023-12-31 $308k 4.8k 64.49
2023-09-30 $271k 4.7k 57.06
2023-06-30 $234k 3.8k 60.94
2023-03-31 $218k 3.8k 57.56

More positions owned by Liberty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional U S Core Equity 2 Etf Etf (DFAC)
Dimensional Us High Proftblty Etf Etf (DUHP)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Apple (AAPL)
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)
Ishares Tr Core Total Usd (IUSB)
4068594 Enphase Energy (ENPH)
Dimensional Intern Core Equity 2 Etf Etf (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dim Us Lrge Cap Val Etf (DFLV)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares S&p 500 Value Etf Etf (IVE)
Blackrock Us Eqy Fctr Rotn Etf Etf (DYNF)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Liberty Wealth Management

Top funds holding iShares Morningstar Mid Growth Idx

LPL Financial
Morgan Stanley
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Wells Fargo & Company
H D Vest Advisory Services
Royal Bank of Canada
Nelson, Van Denburg & Campbell Wealth Management
Orgel Wealth Management
Creative Financial Designs
Cornerstone Planning Group
Forte Capital
Cosner Financial Group

View all funds holding iShares Morningstar Mid Growth Idx