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 Q2	$487K	Hold	4,950	–	–	0.15%	73
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 $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

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

Kaydan Wealth Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 4,950 shares worth $487K. The position accounts for 0.15% of the portfolio, ranked #73.

Kaydan Wealth Management first reported a position in IMCG in Q4 2021 and has held it in 19 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Kaydan Wealth Management held 4,950 shares of iShares Morningstar Mid-Cap Growth ETF worth $487K as of Q2 2026.
Kaydan Wealth Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.15% of Kaydan Wealth Management's portfolio in Q2 2026, its #73 holding.
Kaydan Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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