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Gibbs Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Gibbs Wealth Management’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,386
Closed -$1.55M – 290
2024
Q3 		$1.55M Buy
20,386
+6,887
+51% +$500K 0.5% 43
2024
Q2 		$946K Buy
+13,499
New +$951K 0.38% 61

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

Gibbs Wealth Management's IMCB Position: Q4 2024 in Review

Gibbs Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2024, closing a stake of 20,386 shares — an estimated $1.55M sold.

Gibbs Wealth Management first reported a position in IMCB in Q2 2024 and held it in 2 quarters. The position peaked at $1.55M in Q3 2024. 182 funds tracked by Wall St. Rank hold IMCB as of Q4 2024.

  • Gibbs Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Gibbs Wealth Management sold 20,386 iShares Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $1.55M.
  • Gibbs Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and held it in 2 quarters.
  • Gibbs Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $1.55M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2024.

Based on Gibbs Wealth Management's 13F filing for Q4 2024, filed 4 Nov 2025.