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New York Life Investment Management’s IQ Candriam US Mid Cap Equity ETF IQSM Stock Holding History

New York Life Investment Management’s Portfolio IQSM Stock Details IQSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$331M Buy
8,329,582
+518,188
+7% +$19.5M 2.32% 7
2026
Q1 		$271M Buy
7,811,394
+2,035,508
+35% +$73M 2.29% 5
2025
Q4 		$200M Sell
5,775,886
-387,337
-6% -$13.3M 1.72% 11
2025
Q3 		$209M Sell
6,163,223
-213,104
-3% -$7.13M 1.84% 9
2025
Q2 		$206M Sell
6,376,327
-163,030
-2% -$5M 1.92% 8
2025
Q1 		$200M Buy
6,539,357
+150,303
+2% +$4.88M 2.04% 7
2024
Q4 		$207M Sell
6,389,054
-633,536
-9% -$21.3M 2.03% 7
2024
Q3 		$231M Sell
7,022,590
-146,800
-2% -$4.61M 2.25% 6
2024
Q2 		$217M Buy
7,169,390
+1,175,037
+20% +$36M 2.19% 6
2024
Q1 		$194M Sell
5,994,353
-475,081
-7% -$14.5M 1.93% 7
2023
Q4 		$195M Buy
6,469,434
+187,376
+3% +$5.09M 2% 6
2023
Q3 		$168M Buy
6,282,058
+3,337,301
+113% +$94.3M 1.81% 7
2023
Q2 		$83.4M Buy
2,944,757
+2,754,757
+1,450% +$74M 0.87% 22
2023
Q1 		$5.15M Hold
190,000
– – 0.06% 319
2022
Q4 		$5M Buy
+190,000
New +$5.06M 0.06% 328

Other funds holding IQSM

RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

New York Life Investment Management's IQSM Position: Q2 2026 in Review

New York Life Investment Management increased its IQ Candriam US Mid Cap Equity ETF (IQSM) stake by 6.6% in Q2 2026, buying an estimated $19.5M and bringing the position to 8,329,582 shares worth $331M. The position accounts for 2.32% of the portfolio, ranked #7.

New York Life Investment Management first reported a position in IQSM in Q4 2022 and has held it in 15 quarters since. 2 funds tracked by Wall St. Rank hold IQSM as of Q2 2026.

  • New York Life Investment Management held 8,329,582 shares of IQ Candriam US Mid Cap Equity ETF worth $331M as of Q2 2026.
  • New York Life Investment Management bought 518,188 IQ Candriam US Mid Cap Equity ETF shares in Q2 2026, an estimated $19.5M.
  • IQ Candriam US Mid Cap Equity ETF made up 2.32% of New York Life Investment Management's portfolio in Q2 2026, its #7 holding.
  • New York Life Investment Management first reported a position in IQ Candriam US Mid Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 2 funds tracked by Wall St. Rank held IQ Candriam US Mid Cap Equity ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.