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

Kaydan Wealth Management’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 Q1	$390K	Hold	4,950	–	–	0.13%	77
2025 Q4	$395K	Hold	4,950	–	–	0.11%	74
2025 Q3	$410K	Hold	4,950	–	–	0.12%	75
2025 Q2	$397K	Hold	4,950	–	–	0.13%	73
2025 Q1	$354K	Hold	4,950	–	–	0.11%	76
2024 Q4	$374K	Hold	4,950	–	–	0.12%	73
2024 Q3	$361K	Hold	4,950	–	–	0.11%	74
2024 Q2	$335K	Hold	4,950	–	–	0.12%	76
2024 Q1	$350K	Hold	4,950	–	–	0.12%	71
2023 Q4	$319K	Hold	4,950	–	–	0.13%	76
2023 Q3	$283K	Hold	4,950	–	–	0.11%	80
2023 Q2	$302K	Hold	4,950	–	–	0.13%	79
2023 Q1	$285K	Hold	4,950	–	–	0.12%	78
2022 Q4	$267K	Hold	4,950	–	–	0.11%	76
2022 Q3	$249K	Hold	4,950	–	–	0.14%	74
2022 Q2	$257K	Sell	4,950 -792	-14%	-$45.1K	0.14%	76
2022 Q1	$369K	Hold	5,742	–	–	0.16%	78
2021 Q4	$421K	Buy	+5,742	New	+$418K	0.16%	67

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kaydan Wealth Management's IMCG Position: Q1 2026 in Review

Kaydan Wealth Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q1 2026 at 4,950 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #77.

Kaydan Wealth Management first reported a position in IMCG in Q4 2021 and has held it in 18 quarters since. The position peaked at $421K in Q4 2021. 401 funds tracked by Wall St. Rank hold IMCG as of Q1 2026.

Kaydan Wealth Management held 4,950 shares of iShares Morningstar Mid-Cap Growth ETF worth $390K as of Q1 2026.
Kaydan Wealth Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.13% of Kaydan Wealth Management's portfolio in Q1 2026, its #77 holding.
Kaydan Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Kaydan Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $421K in Q4 2021.
401 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.