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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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