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

Stratos Wealth Advisors’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
2024 Q4	–	Sell	-6,463	Closed	-$472K	–	748
2024 Q3	$472K	Hold	6,463	–	–	0.02%	511
2024 Q2	$438K	Sell	6,463 -3,157	-33%	-$215K	0.02%	507
2024 Q1	$680K	Buy	+9,620	New	+$641K	0.04%	401
2020 Q2	–	Sell	-318	Closed	-$12K	–	311
2020 Q1	$12K	Buy	+318	New	+$13.5K	0.01%	235

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

Stratos Wealth Advisors's IMCG Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2024, closing a stake of 6,463 shares — an estimated $472K sold.

Stratos Wealth Advisors first reported a position in IMCG in Q1 2020 and held it in 4 quarters. The position peaked at $680K in Q1 2024. 356 funds tracked by Wall St. Rank hold IMCG as of Q4 2024.

Stratos Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 6,463 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $472K.
Stratos Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2020 and held it in 4 quarters.
Stratos Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $680K in Q1 2024.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.