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

Stratos Wealth Partners’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
2026 Q2	$1.81M	Buy	18,402 +1,028	+6%	+$92.8K	0.02%	627
2026 Q1	$1.37M	Buy	17,374 +11,966	+221%	+$980K	0.02%	682
2025 Q4	$432K	Buy	5,408 +2,123	+65%	+$173K	﹤0.01%	1108
2025 Q3	$272K	Hold	3,285	–	–	﹤0.01%	1299
2025 Q2	$264K	Buy	+3,285	New	+$244K	﹤0.01%	1189
2025 Q1	–	Sell	-2,715	Closed	-$205K	–	1438
2024 Q4	$205K	Buy	+2,715	New	+$208K	﹤0.01%	1337
2024 Q1	–	Sell	-4,938	Closed	-$318K	–	1426
2023 Q4	$318K	Buy	+4,938	New	+$290K	0.01%	1055
2022 Q1	–	Sell	-4,777	Closed	-$350K	–	1305
2021 Q4	$350K	Buy	+4,777	New	+$347K	0.01%	947

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 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

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

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

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Stratos Wealth Partners increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 5.9% in Q2 2026, buying an estimated $92.8K and bringing the position to 18,402 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #627.

Stratos Wealth Partners first reported a position in IMCG in Q4 2021 and has held it in 8 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

Stratos Wealth Partners held 18,402 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.81M as of Q2 2026.
Stratos Wealth Partners bought 1,028 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $92.8K.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #627 holding.
Stratos Wealth Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 8 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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