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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Sell
2025
Q2
$369K Buy
2025
Q1
$328K Sell
2024
Q4
$418K Buy
2024
Q3
$336K Buy
2024
Q2
$291K Sell
2024
Q1
$310K Buy
2023
Q4
$266K Buy