Kaizen Financial Strategies’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Kaizen Financial Strategies’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$525K	Sell	5,360 -96	-2%	-$8.66K	0.17%	91
2026 Q1	$467K	Sell	5,456 -82	-1%	-$6.72K	0.2%	91
2025 Q4	$442K	Buy	5,538 +15	+0.3%	+$1.22K	0.2%	87
2025 Q3	$445K	Buy	5,523 +410	+8%	+$33.4K	0.2%	88
2025 Q2	$410K	Sell	5,113 -691	-12%	-$51.4K	0.21%	93
2025 Q1	$415K	Sell	5,804 -295	-5%	-$22.5K	0.24%	79
2024 Q4	$461K	Buy	6,099 +514	+9%	+$39.3K	0.26%	67
2024 Q3	$408K	Buy	5,585 +514	+10%	+$35.7K	0.24%	74
2024 Q2	$349K	Buy	5,071 +8	+0.2%	+$544	0.22%	78
2024 Q1	$358K	Buy	5,063 +808	+19%	+$53.8K	0.24%	74
2023 Q4	$274K	Buy	4,255 +22	+0.5%	+$1.29K	0.21%	86
2023 Q3	$242K	Hold	4,233	–	–	0.2%	89
2023 Q2	$263K	Buy	+4,233	New	+$243K	0.22%	84

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kaizen Financial Strategies's IMCG Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.8% in Q2 2026, selling an estimated $8.66K and leaving 5,360 shares worth $525K. The position accounts for 0.17% of the portfolio, ranked #91.

Kaizen Financial Strategies first reported a position in IMCG in Q2 2023 and has held it in 13 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Kaizen Financial Strategies held 5,360 shares of iShares Morningstar Mid-Cap Growth ETF worth $525K as of Q2 2026.
Kaizen Financial Strategies sold 96 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.66K.
iShares Morningstar Mid-Cap Growth ETF made up 0.17% of Kaizen Financial Strategies's portfolio in Q2 2026, its #91 holding.
Kaizen Financial Strategies first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.