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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,615
Closed -$224K 198
2023
Q1
$224K Sell
3,615
-180
-5% -$11.1K 0.04% 184
2022
Q4
$235K Buy
+3,795
New +$235K 0.05% 177