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

Stratos Wealth Partners’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Hold
2,710
– – ﹤0.01% 1464
2025
Q4 		$223K Buy
+2,710
New +$219K ﹤0.01% 1458
2018
Q4 		– Sell
-1,470
Closed -$79K – 1618
2018
Q3 		$79K Buy
+1,470
New +$79.8K ﹤0.01% 1249
2018
Q1 		– Sell
-300
Closed -$16K – 3162
2017
Q4 		$16K Buy
+300
New +$15.4K ﹤0.01% 1982

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Stratos Wealth Partners held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 2,710 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Stratos Wealth Partners first reported a position in IMCV in Q4 2017 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Stratos Wealth Partners held 2,710 shares of iShares Morningstar Mid-Cap Value ETF worth $230K as of Q1 2026.
  • Stratos Wealth Partners left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1464 holding.
  • Stratos Wealth Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

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