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iShares Morningstar Mid Growth Idx shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square Wealth Partners 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 Square Wealth Partners 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 Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 21k 82.73
2025-06-30 $1.7M 21k 80.23
2025-03-31 $1.5M 22k 71.43
2024-12-31 $1.7M 22k 79.56

More positions owned by Liberty Square Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr High Yld Systm B (HYDB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Victory Financial Group
Rockport Wealth

View all funds holding iShares Morningstar Mid Growth Idx