Kaydan Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Kaydan Wealth Management’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Hold	5,392	–	–	0.16%	70
2026 Q1	$450K	Hold	5,392	–	–	0.15%	67
2025 Q4	$446K	Hold	5,392	–	–	0.13%	72
2025 Q3	$448K	Hold	5,392	–	–	0.13%	72
2025 Q2	$430K	Hold	5,392	–	–	0.14%	71
2025 Q1	$399K	Hold	5,392	–	–	0.13%	71
2024 Q4	$411K	Hold	5,392	–	–	0.14%	70
2024 Q3	$410K	Sell	5,392 -1,060	-16%	-$77K	0.12%	68
2024 Q2	$452K	Hold	6,452	–	–	0.16%	66
2024 Q1	$470K	Hold	6,452	–	–	0.16%	63
2023 Q4	$433K	Hold	6,452	–	–	0.18%	62
2023 Q3	$385K	Sell	6,452 -168	-3%	-$10.6K	0.15%	62
2023 Q2	$419K	Hold	6,620	–	–	0.18%	57
2023 Q1	$401K	Hold	6,620	–	–	0.16%	58
2022 Q4	$388K	Hold	6,620	–	–	0.16%	60
2022 Q3	$357K	Hold	6,620	–	–	0.2%	58
2022 Q2	$373K	Sell	6,620 -82	-1%	-$5.06K	0.21%	60
2022 Q1	$451K	Sell	6,702 -2,133	-24%	-$142K	0.2%	61
2021 Q4	$628K	Buy	+8,835	New	+$619K	0.24%	51

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Kaydan Wealth Management's IMCB Position: Q2 2026 in Review

Kaydan Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 5,392 shares worth $521K. The position accounts for 0.16% of the portfolio, ranked #70.

Kaydan Wealth Management first reported a position in IMCB in Q4 2021 and has held it in 19 quarters since. The position peaked at $628K in Q4 2021. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Kaydan Wealth Management held 5,392 shares of iShares Morningstar Mid-Cap ETF worth $521K as of Q2 2026.
Kaydan Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.16% of Kaydan Wealth Management's portfolio in Q2 2026, its #70 holding.
Kaydan Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Kaydan Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $628K in Q4 2021.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.