Means Investment Company’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4M | Buy |
319,053
+16,126
| +5% | +$1.28M | 2.41% | 10 |
|
|
2025
Q1 | $22.4M | Buy |
302,927
+145,367
| +92% | +$10.8M | 2.38% | 11 |
|
|
2024
Q4 | $12M | Buy |
157,560
+16,050
| +11% | +$1.22M | 1.25% | 17 |
|
|
2024
Q3 | $10.8M | Buy |
141,510
+11,138
| +9% | +$847K | 1.2% | 17 |
|
|
2024
Q2 | $9.14M | Buy |
130,372
+11,691
| +10% | +$819K | 1.09% | 17 |
|
|
2024
Q1 | $8.64M | Buy |
118,681
+16,758
| +16% | +$1.22M | 1.12% | 18 |
|
|
2023
Q4 | $6.84M | Buy |
101,923
+15,179
| +17% | +$1.02M | 0.99% | 20 |
|
|
2023
Q3 | $5.18M | Buy |
86,744
+24,545
| +39% | +$1.47M | 0.85% | 22 |
|
|
2023
Q2 | $3.94M | Buy |
62,199
+12,363
| +25% | +$782K | 0.62% | 32 |
|
|
2023
Q1 | $3.02M | Buy |
49,836
+12,479
| +33% | +$757K | 0.53% | 44 |
|
|
2022
Q4 | $2.19M | Buy |
37,357
+24,324
| +187% | +$1.43M | 0.44% | 51 |
|
|
2022
Q3 | $702K | Buy |
13,033
+5,616
| +76% | +$302K | 0.15% | 95 |
|
|
2022
Q2 | $418K | Buy |
+7,417
| New | +$418K | 0.09% | 125 |
|