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 Q2	$298K	Hold	3,089	–	–	﹤0.01%	767
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 $104B AUM 28.3% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

SFG

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Silvercrest Asset Management's IMCB Position: Q2 2026 in Review

Silvercrest Asset Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 3,089 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Silvercrest Asset Management first reported a position in IMCB in Q4 2023 and has held it in 11 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Silvercrest Asset Management held 3,089 shares of iShares Morningstar Mid-Cap ETF worth $298K as of Q2 2026.
Silvercrest Asset Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #767 holding.
Silvercrest Asset Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.