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iShares Morningstar Mid Core Index shares owned by Stratos Wealth Partners

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Stratos Wealth Partners from 13F filings

Historical chart of Stratos Wealth Partners investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core Index held by Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Core Index by Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 138k 82.73
2025-09-30 $6.7M 81k 83.05
2024-12-31 $4.5M 59k 76.15
2018-09-30 $94k 498 188.76
2018-03-31 $167k 919 181.72
2017-12-31 $93k 503 184.89
2014-12-31 $44k 298 147.42

More positions owned by Stratos Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Series Trust State Street Spd (SPLG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Stratos Wealth Partners

Top funds holding iShares Morningstar Mid Core Index

UBS Group
LPL Financial
Means Investment
Raymond James Financial
Cetera Investment Advisers
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Fortitude Financial
Ameriprise Financial
Creative Financial Designs
Stratos Wealth Partners
Mml Investors Services
Advisor Group Holdings
Aptus Capital Advisors

View all funds holding iShares Morningstar Mid Core Index