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 Q2	$900K	Buy	9,849 +7,139	+263%	+$635K	0.01%	884
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 $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Stratos Wealth Partners increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 263% in Q2 2026, buying an estimated $635K and bringing the position to 9,849 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #884.

Stratos Wealth Partners first reported a position in IMCV in Q4 2017 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Stratos Wealth Partners held 9,849 shares of iShares Morningstar Mid-Cap Value ETF worth $900K as of Q2 2026.
Stratos Wealth Partners bought 7,139 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $635K.
iShares Morningstar Mid-Cap Value ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #884 holding.
Stratos Wealth Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

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