Means Investment Company’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$34.1M Buy
2025
Q2
$25.4M Buy
2025
Q1
$22.4M Buy
2024
Q4
$12M Buy
2024
Q3
$10.8M Buy
2024
Q2
$9.14M Buy
2024
Q1
$8.64M Buy
2023
Q4
$6.84M Buy
2023
Q3
$5.18M Buy
2023
Q2
$3.94M Buy
2023
Q1
$3.02M Buy
2022
Q4
$2.19M Buy
2022
Q3
$702K Buy
2022
Q2
$418K Buy