SWP
IMCG icon

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
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 $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return