Number of Shares
302,927.00
Current Holdings Value*
$22.44 Mil
% of Portfolio
2.38%
Total Estimate Gain
$54.61 Mil
% of Total Estimate Gain
254.64%

MEANS INVESTMENT CO., INC.'s iShares Morningstar Mid-Cap ETF Holding Summary

As of 2025-03-31, MEANS INVESTMENT CO., INC. held 302,927.00 shares of iShares Morningstar Mid-Cap ETF(JKG), totaling $22.44 Mil. This investment constitutes 2.38% of their stock portfolio, and MEANS INVESTMENT CO., INC. now holds -% of the outstanding iShares Morningstar Mid-Cap ETF(JKG) stock.

The initial trade took place in 2022Q2. And since then MEANS INVESTMENT CO., INC. has made 12 purchases of JKG, at an average price of $70.80, for a total of 302,927.00 shares. Based on historical transaction data and JKG's current price of $251.08, MEANS INVESTMENT CO., INC.'s estimated gain on his JKG holdings is $54.61 Mil, reflecting a 254.64% gain to date.

MEANS INVESTMENT CO., INC. JKG ($251.08) Holding Chart

MEANS INVESTMENT CO., INC. JKG ($251.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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