Means Investment Company’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
4,601
+3
| +0.1% | +$241 | 0.04% | 146 |
|
|
2025
Q1 | $328K | Sell |
4,598
-936
| -17% | -$66.9K | 0.03% | 145 |
|
|
2024
Q4 | $418K | Buy |
5,534
+935
| +20% | +$70.6K | 0.04% | 143 |
|
|
2024
Q3 | $336K | Buy |
4,599
+304
| +7% | +$22.2K | 0.04% | 156 |
|
|
2024
Q2 | $291K | Sell |
4,295
-98
| -2% | -$6.64K | 0.03% | 158 |
|
|
2024
Q1 | $310K | Buy |
4,393
+258
| +6% | +$18.2K | 0.04% | 158 |
|
|
2023
Q4 | $266K | Buy |
+4,135
| New | +$266K | 0.04% | 168 |
|