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Stratos Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Stratos Wealth Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-504
Closed -$19K – 310
2020
Q1 		$19K Buy
+504
New +$24.4K 0.01% 220

Other funds holding IMCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stratos Wealth Advisors's IMCB Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2020, closing a stake of 504 shares — an estimated $19K sold.

Stratos Wealth Advisors first reported a position in IMCB in Q1 2020 and held it in 1 quarter. The position peaked at $19K in Q1 2020. 109 funds tracked by Wall St. Rank hold IMCB as of Q2 2020.

  • Stratos Wealth Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 504 iShares Morningstar Mid-Cap ETF shares in Q2 2020, an estimated $19K.
  • Stratos Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Stratos Wealth Advisors's iShares Morningstar Mid-Cap ETF position peaked at $19K in Q1 2020.
  • 109 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.