McMorgan & Co’s i3 Verticals IIIV Stock Holding History

McMorgan & Co’s Portfolio IIIV Stock Details IIIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.65M	Sell
2025 Q1	$3.29M	Sell
2024 Q4	$3.08M	Buy
2024 Q3	$2.22M	Buy