Kaydan Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$41.1K | 0.14% | 76 |
|
|
2022
Q1 | $369K | Hold |
5,742
| – | – | 0.16% | 78 |
|
|
2021
Q4 | $421K | Buy |
+5,742
| New | +$421K | 0.16% | 67 |
|