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 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 $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

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

Stratos Wealth Partners's IMCB Position: Q1 2026 in Review

Stratos Wealth Partners increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 37% in Q1 2026, buying an estimated $4.31M and bringing the position to 187,984 shares worth $15.7M. The position accounts for 0.18% of the portfolio, ranked #115.

Stratos Wealth Partners first reported a position in IMCB in Q4 2017 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Stratos Wealth Partners held 187,984 shares of iShares Morningstar Mid-Cap ETF worth $15.7M as of Q1 2026.
Stratos Wealth Partners bought 50,321 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $4.31M.
iShares Morningstar Mid-Cap ETF made up 0.18% of Stratos Wealth Partners's portfolio in Q1 2026, its #115 holding.
Stratos Wealth Partners first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2017 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.