Seeds Investor’s NYLIM Candriam U.S. Mid Cap Equity ETF IQSM Stock Holding History

Seeds Investor’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	$1.84M	Sell	46,325 -6,740	-13%	-$254K	0.19%	108
2026 Q1	$1.94M	Sell	53,065 -46,203	-47%	-$1.66M	0.26%	73
2025 Q4	$3.44M	Sell	99,268 -16,665	-14%	-$571K	0.66%	36
2025 Q3	$3.93M	Buy	115,933 +38,923	+51%	+$1.3M	0.83%	28
2025 Q2	$2.48M	Buy	77,010 +27,575	+56%	+$846K	0.58%	37
2025 Q1	$1.51M	Buy	49,435 +4,950	+11%	+$161K	0.42%	39
2024 Q4	$1.44M	Buy	44,485 +2,547	+6%	+$85.6K	0.41%	36
2024 Q3	$1.38M	Buy	41,938 +1,671	+4%	+$52.5K	0.52%	27
2024 Q2	$1.22M	Buy	40,267 +13,327	+49%	+$408K	0.63%	27
2024 Q1	$871K	Buy	26,940 +7,208	+37%	+$220K	0.8%	27
2023 Q4	$594K	Buy	+19,732	New	+$536K	0.67%	42

Other funds holding IQSM

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Seeds Investor's IQSM Position: Q2 2026 in Review

Seeds Investor reduced its NYLIM Candriam U.S. Mid Cap Equity ETF (IQSM) stake by 13% in Q2 2026, selling an estimated $254K and leaving 46,325 shares worth $1.84M. The position accounts for 0.19% of the portfolio, ranked #108.

Seeds Investor first reported a position in IQSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.93M in Q3 2025. 7 funds tracked by Wall St. Rank hold IQSM as of Q2 2026.

Seeds Investor held 46,325 shares of NYLIM Candriam U.S. Mid Cap Equity ETF worth $1.84M as of Q2 2026.
Seeds Investor sold 6,740 NYLIM Candriam U.S. Mid Cap Equity ETF shares in Q2 2026, an estimated $254K.
NYLIM Candriam U.S. Mid Cap Equity ETF made up 0.19% of Seeds Investor's portfolio in Q2 2026, its #108 holding.
Seeds Investor first reported a position in NYLIM Candriam U.S. Mid Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
Seeds Investor's NYLIM Candriam U.S. Mid Cap Equity ETF position peaked at $3.93M in Q3 2025.
7 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Mid Cap Equity ETF as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.