How many shares of IMCB does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 81,961 shares of IMCB (ISHARES MORNINGSTAR MID-CAP ETF).

What is ENVESTNET ASSET MANAGEMENT INC's IMCB position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's IMCB position is worth $7.9M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling IMCB?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their IMCB position (+1.1% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy IMCB?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in IMCB in 2018-Q4. They have held the position across 31 quarters.

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ENVESTNET ASSET MANAGEMENT INC

IMCB
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES MORNINGSTAR MID-CAP ETF

Current Value

$7.9M

Current Shares

81,961

Total Value Change

+$3.6M

Total Shares Change

+55,014

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	81,961	+1.1%	$7.9M	0.0%	$96.56	28
2026-Q1	Increased	81,101	+22.1%	$6.8M	0.0%	$83.18	33
2025-Q4	Decreased	66,419	-14.6%	$5.5M	0.0%	$82.25	0
2025-Q3	Increased	77,757	+15.7%	$6.5M	0.0%	$82.22	31
2025-Q2	Increased	67,204	+31.9%	$5.4M	0.0%	$78.58	34
2025-Q1	Decreased	50,957	-2.3%	$3.8M	0.0%	$72.83	0
2024-Q4	Decreased	52,171	-3.2%	$4M	0.0%	$74.60	0
2024-Q3	Increased	53,920	+16.8%	$4.1M	0.0%	$74.18	31
2024-Q2	Increased	46,181	+17.6%	$3.2M	0.0%	$68.51	31
2024-Q1	Decreased	39,281	-2.0%	$2.9M	0.0%	$70.96	0
2023-Q4	Decreased	40,075	-7.9%	$2.7M	0.0%	$65.19	0
2023-Q3	Decreased	43,520	-1.6%	$2.6M	0.0%	$57.73	0
2023-Q2	Decreased	44,229	-0.1%	$2.8M	0.0%	$60.51	0
2023-Q1	Decreased	44,255	-17.6%	$2.7M	0.0%	$57.80	0
2022-Q4	Decreased	53,672	-29.1%	$3.1M	0.0%	$56.02	0
2022-Q3	Decreased	75,655	-12.5%	$4.1M	0.0%	$50.90	0
2022-Q2	Decreased	86,468	-15.7%	$4.9M	0.0%	$52.95	0
2022-Q1	Decreased	102,581	-11.8%	$6.9M	0.0%	$63.05	0
2021-Q4	Decreased	116,303	-4.9%	$8.3M	0.0%	$66.37	0
2021-Q3	Increased	122,330	+0.1%	$8.1M	0.0%	$61.92	27
2021-Q2	Increased	122,225	+316.6%	$8.2M	0.0%	$62.18	44
2021-Q1	Increased	29,336	+25.0%	$7.4M	0.0%	$58.15	34
2020-Q4	Decreased	23,475	-1.9%	$5.5M	0.0%	$54.05	0
2020-Q3	Decreased	23,926	-4.6%	$4.8M	0.0%	$46.09	0
2020-Q2	Increased	25,087	+3.6%	$4.6M	0.0%	$42.28	28
2020-Q1	Decreased	24,225	-0.1%	$3.7M	0.0%	$35.01	0
2019-Q4	Decreased	24,238	-5.3%	$5.1M	0.0%	$47.84	0
2019-Q3	Increased	25,609	+1.9%	$5.1M	0.0%	$44.86	27
2019-Q2	Increased	25,133	+5.7%	$4.9M	0.0%	$44.08	29
2019-Q1	Decreased	23,772	-11.8%	$4.5M	0.0%	$42.57	0
2018-Q4	New	26,947	-	$4.4M	0.0%	$36.14	37

Other major holders of IMCB: HighTower Advisors, LLC, UBS Group AG, MORGAN STANLEY

IMCB31 quarters

IMCB
31 quarters