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iShares Morningstar Mid Core Index shares owned by Kaydan Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Kaydan Wealth Management from 13F filings

Historical chart of Kaydan Wealth Management investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core Index held by Kaydan Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Core Index by Kaydan Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $470k 6.5k 72.83
2023-12-31 $433k 6.5k 67.13
2023-09-30 $385k 6.5k 59.73
2023-06-30 $419k 6.6k 63.29
2023-03-31 $401k 6.6k 60.64
2022-12-31 $388k 6.6k 58.67
2022-09-30 $357k 6.6k 53.88
2022-06-30 $373k 6.6k 56.35
2022-03-31 $451k 6.7k 67.30
2021-12-31 $628k 8.8k 71.08

More positions owned by Kaydan Wealth Management

Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Ishares Gold Tr Ishares New (IAU)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Ishares Tr Msci Eafe Etf (EFA)
Proshares Tr Short Qqq New (PSQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Kaydan Wealth Management

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Means Investment
Bank of America Corporation
Woodard & Co Asset Management Group
Wells Fargo & Company
Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
Sunburst Financial Group
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Mid Core Index