ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,930 Value ($000) $314 Avg Close — Range —
Q3 2025
Shares 4,955 Value ($000) $410 Avg Close — Range —
Q2 2025
Shares 4,735 Value ($000) $380 Avg Close — Range —
Q1 2025
Shares 4,728 Value ($000) $338 Avg Close — Range —
Q4 2024
Shares 4,721 Value ($000) $357 Avg Close — Range —
Q3 2024
Shares 4,779 Value ($000) $349 Avg Close — Range —
Q2 2024
Shares 4,769 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 4,820 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 4,776 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 4,749 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 3,835 Value ($000) $234 Avg Close — Range —
Q1 2023
Shares 3,792 Value ($000) $218 Avg Close — Range —