Silvercrest Asset Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Silvercrest Asset 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
2026 Q1	$258K	Hold	3,089	–	–	﹤0.01%	785
2025 Q4	$256K	Hold	3,089	–	–	﹤0.01%	808
2025 Q3	$257K	Hold	3,089	–	–	﹤0.01%	779
2025 Q2	$246K	Hold	3,089	–	–	﹤0.01%	792
2025 Q1	$229K	Hold	3,089	–	–	﹤0.01%	799
2024 Q4	$235K	Hold	3,089	–	–	﹤0.01%	789
2024 Q3	$235K	Hold	3,089	–	–	﹤0.01%	758
2024 Q2	$216K	Hold	3,089	–	–	﹤0.01%	864
2024 Q1	$225K	Hold	3,089	–	–	﹤0.01%	841
2023 Q4	$207K	Buy	+3,089	New	+$190K	﹤0.01%	796

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Silvercrest Asset Management's IMCB Position: Q1 2026 in Review

Silvercrest Asset Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 3,089 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Silvercrest Asset Management first reported a position in IMCB in Q4 2023 and has held it in 10 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Silvercrest Asset Management held 3,089 shares of iShares Morningstar Mid-Cap ETF worth $258K as of Q1 2026.
Silvercrest Asset Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #785 holding.
Silvercrest Asset Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.