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 Q3	$497K	Sell	5,260 -132	-2%	-$12.9K	0.17%	70
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

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return

Kaydan Wealth Management's IMCB Position: Q3 2026 in Review

Kaydan Wealth Management reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.4% in Q3 2026, selling an estimated $12.9K and leaving 5,260 shares worth $497K. The position accounts for 0.17% of the portfolio, ranked #70.

Kaydan Wealth Management first reported a position in IMCB in Q4 2021 and has held it in 20 quarters since. The position peaked at $628K in Q4 2021. 46 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

Kaydan Wealth Management held 5,260 shares of iShares Morningstar Mid-Cap ETF worth $497K as of Q3 2026.
Kaydan Wealth Management sold 132 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $12.9K.
iShares Morningstar Mid-Cap ETF made up 0.17% of Kaydan Wealth Management's portfolio in Q3 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 20 quarters since.
Kaydan Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $628K in Q4 2021.
46 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.