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

Stratos Wealth Partners’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
2026 Q2	$19.7M	Buy	203,531 +15,547	+8%	+$1.42M	0.2%	102
2026 Q1	$15.7M	Buy	187,984 +50,321	+37%	+$4.31M	0.18%	115
2025 Q4	$11.4M	Buy	137,663 +56,413	+69%	+$4.66M	0.13%	164
2025 Q3	$6.75M	Buy	+81,250	New	+$6.63M	0.08%	256
2025 Q1	–	Sell	-59,010	Closed	-$4.49M	–	1437
2024 Q4	$4.49M	Buy	+59,010	New	+$4.62M	0.06%	298
2018 Q4	–	Sell	-1,992	Closed	-$94K	–	1617
2018 Q3	$94K	Buy	+1,992	New	+$94.5K	﹤0.01%	1152
2018 Q2	–	Sell	-3,676	Closed	-$167K	–	1741
2018 Q1	$167K	Buy	3,676 +1,664	+83%	+$77.5K	0.01%	976
2017 Q4	$93K	Buy	+2,012	New	+$90.7K	﹤0.01%	1223

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Stratos Wealth Partners's IMCB Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 8.3% in Q2 2026, buying an estimated $1.42M and bringing the position to 203,531 shares worth $19.7M. The position accounts for 0.2% of the portfolio, ranked #102.

Stratos Wealth Partners first reported a position in IMCB in Q4 2017 and has held it in 8 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Stratos Wealth Partners held 203,531 shares of iShares Morningstar Mid-Cap ETF worth $19.7M as of Q2 2026.
Stratos Wealth Partners bought 15,547 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.42M.
iShares Morningstar Mid-Cap ETF made up 0.2% of Stratos Wealth Partners's portfolio in Q2 2026, its #102 holding.
Stratos Wealth Partners first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2017 and has held it in 8 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.