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 Q3	$352K	Sell	3,750 -1,200	-24%	-$116K	0.12%	83
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

Kaydan Wealth Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 24% in Q3 2026, selling an estimated $116K and leaving 3,750 shares worth $352K. The position accounts for 0.12% of the portfolio, ranked #83.

Kaydan Wealth Management first reported a position in IMCG in Q4 2021 and has held it in 20 quarters since. The position peaked at $487K in Q2 2026. 300 funds tracked by Wall St. Rank hold IMCG as of Q3 2026.

Kaydan Wealth Management held 3,750 shares of iShares Morningstar Mid-Cap Growth ETF worth $352K as of Q3 2026.
Kaydan Wealth Management sold 1,200 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $116K.
iShares Morningstar Mid-Cap Growth ETF made up 0.12% of Kaydan Wealth Management's portfolio in Q3 2026, its #83 holding.
Kaydan Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
Kaydan Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $487K in Q2 2026.
300 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2026.

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