Means Investment Company’s iShares Morningstar Value ETF ILCV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$265K	Buy	3,180 +15	+0.5%	+$1.25K	0.03%	169
2025 Q1	$258K	Sell	3,165 -2,085	-40%	-$170K	0.03%	173
2024 Q4	$425K	Buy	+5,250	New	+$425K	0.04%	137