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Sigma Planning Corp’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Sigma Planning Corp’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
2025
Q3 		– Sell
-3,911
Closed -$312K – 1339
2025
Q2 		$312K Buy
3,911
+4
+0.1% +$300 0.01% 972
2025
Q1 		$289K Sell
3,907
-98
-2% -$7.55K 0.01% 957
2024
Q4 		$305K Sell
4,005
-162
-4% -$12.7K 0.01% 919
2024
Q3 		$317K Sell
4,167
-200
-5% -$14.5K 0.01% 937
2024
Q2 		$306K Sell
4,367
-281
-6% -$19.8K 0.01% 918
2024
Q1 		$339K Buy
+4,648
New +$318K 0.01% 903
2023
Q4 		– Sell
-4,598
Closed -$275K – 1015
2023
Q3 		$275K Sell
4,598
-574
-11% -$36.2K 0.01% 955
2023
Q2 		$327K Sell
5,172
-3,798
-42% -$229K 0.01% 901
2023
Q1 		$544K Sell
8,970
-869
-9% -$53.3K 0.02% 757
2022
Q4 		$577K Sell
9,839
-19
-0.2% -$1.11K 0.02% 708
2022
Q3 		$531K Sell
9,858
-297
-3% -$17.7K 0.02% 711
2022
Q2 		$572K Sell
10,155
-615
-6% -$38K 0.02% 702
2022
Q1 		$725K Buy
10,770
+232
+2% +$15.4K 0.02% 673
2021
Q4 		$749K Buy
10,538
+274
+3% +$19.2K 0.02% 663
2021
Q3 		$683K Buy
10,264
+79
+0.8% +$5.36K 0.02% 684
2021
Q2 		$683K Buy
10,185
+741
+8% +$48.7K 0.02% 699
2021
Q1 		$594K Buy
9,444
+4
+0% +$244 0.02% 701
2020
Q4 		$553K Sell
9,440
-28
-0.3% -$1.53K 0.02% 659
2020
Q3 		$474K Buy
9,468
+96
+1% +$4.75K 0.02% 623
2020
Q2 		$432K Sell
9,372
-784
-8% -$34.1K 0.02% 641
2020
Q1 		$389K Buy
10,156
+1,160
+13% +$56.2K 0.02% 564
2019
Q4 		$471K Sell
8,996
-20
-0.2% -$1.01K 0.02% 617
2019
Q3 		$446K Sell
9,016
-224
-2% -$10.9K 0.02% 614
2019
Q2 		$448K Sell
9,240
-1,000
-10% -$47.9K 0.02% 583
2019
Q1 		$481K Buy
10,240
+2,184
+27% +$98.7K 0.03% 520
2018
Q4 		$326K Sell
8,056
-2,028
-20% -$89K 0.02% 577
2018
Q3 		$478K Buy
10,084
+1,712
+20% +$81.2K 0.03% 497
2018
Q2 		$384K Buy
8,372
+860
+11% +$39.4K 0.03% 539
2018
Q1 		$341K Buy
7,512
+456
+6% +$21.2K 0.02% 562
2017
Q4 		$327K Sell
7,056
-1,440
-17% -$64.9K 0.03% 568
2017
Q3 		$371K Sell
8,496
-528
-6% -$22.5K 0.03% 527
2017
Q2 		$381K Sell
9,024
-1,648
-15% -$69.3K 0.04% 486
2017
Q1 		$445K Sell
10,672
-960
-8% -$39.4K 0.04% 433
2016
Q4 		$457K Buy
11,632
+1,812
+18% +$69.9K 0.05% 374
2016
Q3 		$379K Sell
9,820
-280
-3% -$10.8K 0.04% 431
2016
Q2 		$377K Buy
10,100
+356
+4% +$13.1K 0.05% 404
2016
Q1 		$354K Sell
9,744
-1,976
-17% -$67.1K 0.05% 401
2015
Q4 		$419K Buy
11,720
+1,808
+18% +$65.7K 0.06% 365
2015
Q3 		$342K Sell
9,912
-1,024
-9% -$37.7K 0.05% 394
2015
Q2 		$413K Buy
10,936
+924
+9% +$35.6K 0.06% 391
2015
Q1 		$385K Sell
10,012
-1,700
-15% -$63.8K 0.05% 439
2014
Q4 		$432K Buy
+11,712
New +$418K 0.06% 367

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sigma Planning Corp's IMCB Position: Q3 2025 in Review

Sigma Planning Corp sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2025, closing a stake of 3,911 shares — an estimated $312K sold.

Sigma Planning Corp first reported a position in IMCB in Q4 2014 and held it in 42 quarters. The position peaked at $749K in Q4 2021. 191 funds tracked by Wall St. Rank hold IMCB as of Q3 2025.

  • Sigma Planning Corp reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 3,911 iShares Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $312K.
  • Sigma Planning Corp first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2014 and held it in 42 quarters.
  • Sigma Planning Corp's iShares Morningstar Mid-Cap ETF position peaked at $749K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.